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Premier Relationship Manager
Career Insights for Financial Relationship Manager
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$143,960 / year median in the U.S.
-11% projected decline
Job Description
Premier Relationship Manager Sacramento, CA Premier Relationship Manager WFH Flexible
• Sacramento, CA
• Premier Banking Job Type Full-time Description The Premier Relationship Manager manages a deposit and loan portfolio for high-net-worth consumer and commercial clients. The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship-building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. This position is responsible for providing exceptional service to the Bank's high-value clients facilitating ease of doing business and enhancing the client experience. Requirements Three years of proven and progressive business development and sales experience in the banking/financial services industry - acquired through experience in premier/private banking positions. Comprehensive knowledge of financial services and products as well as operations and security policies, practices, and procedures. Expert knowledge of cash management services and lending solutions. Mortgage loan origination experience is strongly preferred. NMLS registration is strongly preferred. A notary license is strongly preferred.
Required Education:
Bachelor's degree in business and/or finance from an accredited college or equivalent work experience.