Senior Premier Relationship Manager
$57,500–$106,500 year
On-siteMaple Grove, Minnesota, United States
Job Summary
Proactively build and manage an assigned portfolio of mass affluent clients across multiple branch locations by acting as the primary contact to uncover financial needs and provide compliant solutions. Use a consultative sales process to develop strong relationships, acquire new assets from existing and new clients, and make key recommendations on products and pricing. Review credit applications to ensure sound granting principles, execute quality customer review meetings for retention, and participate in community efforts to identify prospects and referral relationships. Mentor branch personnel, educate clients on digital options, and liaise between clients and internal departments to diagnose and solve problems while adhering to security and safeguarding procedures.
Required Qualifications
- 4 - 6 years of relevant experience
- post-secondary degree in related field of study
- Proven experience in a financial services organization
- knowledge of banking products
- associated services
- pricing strategies
- profitability management
- SIE Exam
- Series 6 license
- Series 63 license
- Series 65 license
- state Life and Health insurance licenses
- Series 7 license
- Series 66 license
- Series 65 license
- Advanced understanding of deposit products
- Advanced understanding of loan products
- Advanced understanding of mortgage products
- Advanced understanding of banking products and practices
- Advanced understanding of cash flow analysis
- Advanced understanding of lending process and directives
- Advanced understanding of credit risk policies and standards
- Advanced understanding of supporting processes
- Advanced understanding of applicable legal and regulatory requirements
- Advanced understanding of Bank policies
- Excellent understanding of brokerage products
- Excellent understanding of insurance products
- Excellent knowledge of business services
- Excellent knowledge of retirement plans
- Excellent knowledge of business banking solutions
- Excellent knowledge of succession planning
- Excellent understanding of personal trust and investment management
- In-depth knowledge of client portfolio management
- Technical proficiency gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- criminal background review
- credit history evaluation
Desired Qualifications
- Series 7 license
- Series 66 license
- Series 65 license
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