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Fulton Bank · 1 day ago

Private Banking Relationship Manager

Reading, PA

Full-time

Hybrid

Mid Level

$63K/yr - $105K/yr

3+ years exp

Fulton Bank is committed to making a positive impact in local communities and values continuous learning and inclusion. The Private Banking Relationship Manager is responsible for providing financial guidance and managing relationships with affluent clients, while maximizing household wallet share and coordinating business opportunities across various banking services.

BankingFinancial Services

No H1B

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

Qualification

Financial Services SalesGoal-based Financial PlanningAccount Aggregation SoftwareRelationship ManagementReferral Network DevelopmentBachelor's DegreeFINRA Certification