Private Banking Relationship Manager
About The Position
This is a full-time, on-site, hybrid career opportunity based out of one of Fulton Bank work locations in Southern NJ . Specific work Location to be determined. The primary responsibility of this position is to provide financial guidance and relationship management for affluent consumer clients in the assigned banking region, maximizing household wallet share across all FFC products and services (investment, consumer credit, deposit, residential mortgage), and increasing bank household market share. This position will also be responsible for coordinating and increasing client introductions, and sourcing business for other FFA business lines (Wealth Management, Retirement Services and Charitable Services), in their assigned region. This position will require frequent travel.
Requirements
- Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Required)
- 3 or more years Banking and/or Financial Services Sales. (Required)
Nice To Haves
- FINRA certification (must obtain within 2 years of hire). (Preferred)
Responsibilities
- Develop and execute a successful sales strategy in collaboration with consumer and commercial sales partners to engage with existing affluent and high net worth households.
- Utilize goal-based financial planning and account aggregation software in order to deliver consultative financial product and service solutions, and achieve sales and customer experience goals/targets as assigned.
- Partner with internal FFA team members and relationship teams (Wealth Advisors, PM’s, FA’s, FMC LO’s, other PB’s, FFA product specialists) to maximize household FFA fee business and overall FB product wallet share.
- Develop external referral networks and centers of influence for new client opportunities.
Benefits
- This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
- Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
