Private Banking Relationship Manager III

Fulton Financial Corporation Wyomissing , PA 19610

Posted 2 weeks ago

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them.

We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and at home.

Overview

Functions independently with limited supervision. Relationship manager, advisor, and consultant for complex affluent household relationships within assigned regions.

Primary point of contact for these clients and are responsible for coordinating a regional team of product and service experts to assist with recommending and delivering financial solutions in order to retain and grow these important relationships. Responsible for both expanding and retaining existing relationships and for developing internal and external networks to acquire new affluent households.

Responsibilities Essential Duties

  • Lead the delivery of a consistent and integrated client experience for the affluent segment households in an assigned regions, through superior execution against corporate value propositions. Responsible for coordinating the overall relationship management and delivery of products and services with regional product partners for assigned affluent segment households, ensuring a positive customer experience. Responsible for developing, documenting, communicating and executing a regional affluent household sales and service plan.

  • Resposible for coordinating the client sales interaction and experience by profiling and recommending financial solutions both with and without product partners. Accountable for expanding client household of deposit, credit, mortgage and investment products as measured by the growth of regional affluent household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income. Achieve annual sales production and portfolio growth goals.

  • Develop internal and external referral networks and centers of influence in an effort to source new affluent client household opportunities, and source or refer Fulton Financial Advisors institutional, wealth, and fiduciary business. Develop strong working relationships with regional bank and partner leadership, and sales team members. Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand.

  • Partner with all the corporations team members and departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations. Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority.

    Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct. Assist with completion of account and client reports as assigned.

Qualifications Education

Bachelor Degree or the Equivalent Experience or equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Required)

Experience
5 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments. (Required)
5 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes preferred. (Preferred)

Certifications

Series 6, 66, or 7 life insurance licenses. (Required)

Certified Financial Professional. (Preferred)

EEO Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Financial Corporation currently or in the future. Fulton Financial Corporation ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons.

Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.



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Private Banking Relationship Manager III

Fulton Financial Corporation