Premier Relationship Manager

Pioneer Bank, National Association • Albany, NY

5d • Onsite

About The Position

Responsible for acquiring, advising, and retaining a portfolio of Premier clients, working with the Retail Banking, Business and Wealth Management partners to ensure achievement of the business performance measures and plan. The Premier Relationship Manager will be a trusted advisor to clients, actively managing and growing their portfolio by both acquiring new clients and expanding existing relationships.

Requirements

• Bachelor degree in Business or related field required. Five years of recent retail banking experience will be considered in lieu of the degree.
• Minimum of 3 years’ proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes.
• Current FINRA Series 6 and 63 licenses required.
• Strong relationship management experience with high-net-worth clients.
• Strong sales, communication, cross-selling, sales planning, mathematical and analytical skills.
• Broad knowledge of financial products and services.
• Understanding of business banking customer segment and products appropriate to compliment premier offerings.
• A thorough understanding of financial planning, wealth management and understanding client needs.

Responsibilities

• Advises clients regarding advantages and disadvantages of a variety of potential banking solutions either by meeting their needs directly or through other internal business partners.
• Maintains a disciplined portfolio management approach and develops strategies to increase wallet share of existing clients while actively managing a prospect pipeline.
• Creates and maintains an environment where the broader branch team maximizes performance in achieving Wealth Management objectives.
• Regularly meets with clients to collect and analyze information to assess their current and long term needs and help them to achieve financial goals.
• Maintains the highest standard of excellence in client services across the team and with individual clients.
• Performs ongoing analysis of client portfolios through marketing of ideas and researching clients. Identifies cross-sell opportunities, including referral of customers to other partners though proper client profiling.
• Builds a high personal and corporate profile within the community. Develop a network of professional contacts with the goal of introducing new business, enhancing product knowledge and promoting the overall brand.
• Identifies and refers wealth solutions to Wealth Management Team to best meet the clients’ needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level