Relationship Manager

A sales position responsible for the acquisition, growth, and retention of bank customers, focusing on Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base. Engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Build deep relationships with customers to earn status as trusted advisor. Demonstrate ability to simplify and communicate complex financial concepts. Maintain the sales and service environment by actively participating in financial center huddles and meetings. Provide guidance to the Financial Center team in the referral/sales process. Requirements College degree or equivalent combination of education and experience required. Experience in a sales environment; experience in financial industry. Pass consultative selling skills certification and complete ongoing educational requirements as prescribed. Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period. Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment. Position involves contact with the public, necessitating the ability to present a professional image. This role may work with one or more FCs, which will require some local travelling. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS"). #J-18808-Ljbffr Jobtailor