Preferred Relationship Manager.

Execute retail strategies to increase Preferred Program households and fulfill customer needs through consultative sales processes. Build deep relationships with mass affluent prospects by conducting needs-based assessments, utilizing telemarketing, and leading community seminars. Maintain a well-developed knowledge of the complete product line while simplifying complex financial concepts for clients. Provide guidance to the Financial Center team on referral activities and consistently meet investment sales and referral goals. Manage risk by monitoring and reporting concerns within the bank's risk appetite while operating within prescribed policies. Maintain a professional image during local and occasional overnight travel to support sales and motivational activities.