Job Title: **Members Only** Relationship Manager
Job Responsibilities:
The **Members Only** Relationship Manager (RM) plays a central role in fulfilling the client-centric promise of Company by acting as the primary client advisor. This role involves recommending banking, borrowing, and investment solutions tailored to help clients achieve their financial goals. The RM is responsible for leading and coordinating an extended advisory team, including trust, investment, and planning strategists, to address complex client relationships.
Key duties include:
- Developing a comprehensive understanding of clients’ needs through the analysis of personal and business financial data gathered from Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. The RM captures clients’ goals in a financial plan.
- Preparing and delivering client presentations, both individually and as part of a team, presenting appropriate financial solutions through consultative review and maintaining proactive, regular contact with clients.
- Meeting or exceeding assigned individual sales goals by expanding existing client relationships, closing referrals, and capturing new business growth.
- Employing a disciplined approach to prospecting and maintaining a pipeline by leveraging referrals from both internal and external sources.
- Actively participating in community organizations to source business development opportunities and demonstrate the Company’s commitment to the local community.
- Developing and maintaining in-depth knowledge of financial wealth management services and products, as well as knowledge of competitors and competitive products.
- Performing other duties as assigned, with the understanding that responsibilities and activities may change or new ones may be assigned at any time, with or without notice.
- Complying with all Company policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of the Company’s clients and Company.
Education and Experience Information:
Education Qualifications:
- A Bachelor's Degree in a business-related field or equivalent work experience is required.
Experience Qualifications:
- A minimum of 5 years of demonstrated sales and business development experience with proven results is required.
Licenses and Certifications (Preferred):
- FINRA Series 7 and 66 (or 63 & 65)
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Certified Wealth Strategist
- Licensed Attorney/JD (varies by state)
Tactical Skills:
- Ability to build trust by taking a client-centric approach.
- Demonstrated strong or advanced knowledge of investments, trust, and credit, with the ability to consult and prioritize client needs.
- Demonstrated in-depth knowledge of financial products and banking regulations.
- Strong client advisory skills.
- Experience with and broad understanding of personal and commercial financial statements.
- Proven experience with and comprehensive understanding of consumer and commercial lending.
- Excellent verbal and written communication skills.
- Proficiency in personal computer applications to drive results.
Personal Skills:
- Collaboration: Experience in participating in productive collaborative processes to solve business problems and meet business goals.
- Critical Thinking: Ability to identify, obtain, and organize relevant data and ideas, and prioritize concerns in the decision-making process.
- Emotional Intelligence: Identifying relevant EI components, practicing, understanding benefits, and developing venues to advance one’s own EI maturity.
- Empathy: Using active listening skills to understand others’ thoughts and emotions, evaluating all sides of a disagreement before making decisions, and appreciating diverging viewpoints.
- Influence: Developing basic persuasive arguments and utilizing active listening skills and probing techniques to surface opportunities to influence.
- Persuasion: Providing persuasive messages using well-reasoned arguments to address audience concerns or reactions, explaining others’ viewpoints, and asking questions to ensure mutual understanding.
- Resilience: Remaining unaffected by the moods and behaviors of others while remaining empathetic and demonstrating a strong sense of belief in one’s own abilities.
Practical Skills:
- Business Acumen: Participating in business tasks to get things done in one’s own business unit and communicating key considerations for business decision-making processes.
- Risk Management: Implementing or managing risk management for one’s own business unit and documenting key steps of the risk management process and associated procedures.
Core Competencies:
All Company employees are expected to demonstrate the Company’s values and sustain proficiency in identified leadership competencies.
Physical Demands:
- General office work involving prolonged sitting, the ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, and occasional lifting/pushing/pulling of backpacks and computer bags up to 10 lbs.
Travel:
- Occasional travel, which may include overnight stays.
Driving Requirements:
- The ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Salary Information:
The text does not provide specific salary information for the **Members Only** Relationship Manager position.
Equal Opportunity Employer Statement:
Company is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by contacting the HR compliance department.
