Position Summary:
The Premier Relationship Manager serves as a trusted financial partner for affluent and high-net-worth customers by building meaningful relationships and delivering tailored banking solutions. This role drives business development, relationship growth, and customer retention through proactive outreach and consultative financial guidance. The Premier Banker achieves individual sales and portfolio-management goals while collaborating with Retail and Community Banking, Mortgage, Commercial Banking, and Wealth Management partners. This position contributes to the Bank by delivering exceptional customer experience and comprehensive financial solutions that help customers achieve their goals.
Essential Duties and Responsibilities:
- Meet or exceed individual sales, portfolio-management, and relationship-growth goals to support the Bank’s overall performance.
- Acquire, expand, and retain affluent customer relationships by applying Building Trusted Relationships skills and conducting financial discovery conversations.
- Develop and execute a proactive calling program for high-value consumer and business customers that complement the activities and routines of other sales roles.
- Identify and recommend deposit, lending, cash-management, mortgage, and wealth-management solutions that align with customer goals and deepen relationships.
- Participate in networking, community engagement, joint calling, referral partnerships, and outreach to centers of influence to generate new business opportunities.
- Serve as the primary point of contact for assigned affluent and high-net-worth customers, maintaining regular contact and conducting relationship reviews.
- Provide concierge-level service and coordinate timely resolution of customer concerns as the face of the relationship.
- Partner with lending officers and other business partners to review portfolios, prospect pipelines, loan closings, deposit opportunities, and relationship risks.
- Participate early in prospect and credit-development activities when deposit, liquidity, or operating-account opportunities are present, ensuring clear handoffs and consistent communication.
- Open and maintain deposit accounts and banking services, process transactions, support service requests, and refer questionable or out-of-authority activity to management.
- Maintain complete and accurate customer records and demonstrate strong knowledge of Bank products, services, policies, procedures, and technology platforms.
- Adhere to Bank policies and regulatory requirements, including BSA/AML, Privacy, and CIP, while safeguarding confidential information and maintaining awareness of fraud and operational risk.
Basic Qualifications:
- Bachelor's degree in Business, Finance, Accounting, or a related field
- 5+ years of experience in banking, financial services, wealth management, relationship management, or business development
- Equivalent combination of education and experience may be considered
- Valid driver's license and ability to travel to customer meetings, community events, and banking center locations as needed
- Proficiency with Microsoft Word, Excel, Outlook, Teams, CRM systems, and banking technology platforms
Preferred Qualifications:
- Experience working with affluent and high-net-worth customers
- Proven success in sales, customer relationship management, and business development
- Experience using CRM and banking software systems, including Onboard Deposits, Jack Henry Experience, Jabber, and Cisco telephone systems
Skills and Abilities:
- Strong relationship-management, consultative-sales, business-development, and customer-service skills
- Ability to communicate clearly and persuasively, listen actively, and explain financial solutions in an understandable manner
- Knowledge of debits and credits, percentages, interest rates, balances, and basic financial analysis
- Strong judgment, numerical accuracy, analytical ability, attention to detail, and problem-resolution skills.
- Ability to prioritize work, manage competing demands, adapt to change, and follow through on commitments
- Ability to learn and effectively discuss banking, lending, CFC, and wealth-management products and services
- Ability to maintain confidentiality, exercise integrity, and interact professionally with customers, community organizations, and colleagues
Supervisory Skills:
- This position is an individual-contributor role and has no direct supervisory responsibilities. The Premier Relationship Manager coordinates customer service and relationship activities across internal business partners but does not directly manage employees.
The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads.
We encourage candidates to consult with their Talent Partner throughout the recruiting process to better understand how their experience aligns with the role, as well as details on compensation and our total rewards offerings. The prospective range of pay we will offer to a successful applicant to this position is $90,300.00-$134,500.00, which represents a good faith estimate of what we expect to offer at the time of posting based on the role’s responsibilities, level and location. Actual starting salary will be determined by the Bank in the Bank’s discretion, and shall depend on the applicant’s experience, skills, education, certifications, as well as other relevant business conditions. Final offers will reflect these considerations and may vary accordingly.
________________________________________________________Our comprehensive total rewards package offers something for everyone!- Robust medical, dental, and vision insurance packages
- Generous time off, including paid federal holidays and paid day off for your birthday
- 401(k) retirement savings plan
- Tuition reimbursement, professional development, and career growth opportunities
- Employee assistance program
- Comprehensive wellness program
Pursue a career at Camden National Bank and apply today. We can't wait to hear from you!
