Private Banking Relationship Manager III - Fulton Financial Corporation (Media)

Compensation

: $74,860.00 - $163,970.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



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Overview

Functions independently with limited supervision. Relationship manager, advisor, and consultant for complex affluent household relationships within assigned regions. Primary point of contact for these clients and are responsible for coordinating a regional team of product and service experts to assist with recommending and delivering financial solutions in order to retain and grow these important relationships. Responsible for both expanding and retaining existing relationships and for developing internal and external networks to acquire new affluent households.

Responsibilities

Essential Duties

  • Lead the delivery of a consistent and integrated client experience for the affluent segment households in an assigned regions, through superior execution against corporate value propositions. Responsible for coordinating the overall relationship management and delivery of products and services with regional product partners for assigned affluent segment households, ensuring a positive customer experience. Responsible for developing, documenting, communicating and executing a regional affluent household sales and service plan.
  • Resposible for coordinating the client sales interaction and experience by profiling and recommending financial solutions both with and without product partners. Accountable for expanding client household of deposit, credit, mortgage and investment products as measured by the growth of regional affluent household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income. Achieve annual sales production and portfolio growth goals.
  • Develop internal and external referral networks and centers of influence in an effort to source new affluent client household opportunities, and source or refer Fulton Financial Advisors institutional, wealth, and fiduciary business. Develop strong working relationships with regional bank and partner leadership, and sales team members. Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand.
  • Partner with all the corporations team members and departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations. Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority. Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct. Assist with completion of account and client reports as assigned.
  • Qualifications

    Education

    Bachelor Degree or the Equivalent Experience or equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Required)

    Experience

    5 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments. (Required)

    5 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes preferred. (Preferred)

    Certifications

    Series 6, 66, or 7 life insurance licenses. (Required)

    Certified Financial Professional. (Preferred)

    EEO Statement

    As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Financial Corporation currently or in the future.

    Associated topics: call center, client, health, insurance agent, insurance sales, lead sales agent, outside sales, retail, sales, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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