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Webster Bank · 20 hours ago

Private Client Relationship Manager

Glastonbury, CT

Full-time

Onsite

Mid Level

$85K/yr - $95K/yr

Webster Bank is a leading commercial bank focused on helping individuals, families, and businesses achieve their financial goals. The Private Client Relationship Manager role involves serving affluent clients, driving deposit growth, and managing relationships to develop personalized banking solutions.

Banking

Hiring Manager

Mark Miller

Responsibilities

Act as single point of contact for a select group of affluent clients using the defined sales process. Develop and maintain a Private Client Banking book of business through an extensive network of business contacts; manage relationships with affluent clients, prospects, and introduction sources

Identify and solicit clients using referrals, personal contacts, centers of influence and existing clients. Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending

Utilize lead calling lists and track individual and Banking Center activities and sales achievement on Salesforce to generate revenue and grow book of business. Develop comprehensive and personalized banking solutions & strategies to meet the needs of clients

Partner with the Consumer Banking, Business Banking, and Webster Investment Services to grow, retain and deepen client relationships. Build client relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends, and data to make effective decisions

Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors

Ensure compliance with all policies, procedures and regulatory requirements and manage operational risks. Observe security policies in accessing, securing, and protecting confidential and sensitive client information

Qualification

Financial services experienceSalesService techniquesInvestment sales experienceFINRA Series 6/7LifeHealth LicensesBachelor's degree

Required

Financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, investments, brokerage, or private client banking

Proficiency in sales and service techniques including telemarketing, book of business management, prospecting and networking

FINRA Series 6/7, state registration (including 63, 65, or 66) required

Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals