In this role, you will develop and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on value-added sales and prospecting.
Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M. Proactively consult the business owners in achieving their financial goals by providing smart financial solutions for personal and business needs.
Implements effective strategies for long-term success by utilizing knowledge of the sales process and efficient selling techniques; applying time-management skills to planning and managing projects; continuously evaluating revenue targets; and ensuring time and resource investment to produce greater returns.
Leads or supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships.
The Premier Relationship Manager is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services.