Premier Relationship Manager

Premier Relationship Manager

Job Description:

We are currently seeking a high-level professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support the clients' entire life journey by providing professional and comprehensive financial advice to suit their needs. You will also provide support on contacting clients proactively, handling client banking queries timely, and ensuring all compliance and regulations are met.

Responsibilities include:

• Develop and execute strategies to proactively drive client acquisition, outreach, and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals.
• Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience.
• Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients.
• Promote our products and services to potential clients, exploring their needs and making referrals to other business units where appropriate.
• Support branch improvement initiatives, providing client feedback on our service and ensuring compliance with audit requirements and quality assurance.
• Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB.
• May perform other duties as assigned.

Qualifications include:

• Bachelor’s degree or equivalent experience.
• FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain Series 7 within 6 months of joining.
• 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes.
• Relationship management experience with high-net-worth clients or equivalent.
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills.
• Strong relationship management, client service, time management, and prioritization skills.
• Broad knowledge of financial products and services.
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
• A strong sense of ownership, responsibility, and accountability.
• Excellent understanding of financial planning, wealth management, and client-needs assessment.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

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