Private Banking Relationship Manager

Fulton Bank • Lancaster, PA

23h • Hybrid

About The Position

This is a full-time, on-site, hybrid career opportunity based out of our Corporate headquarters in downtown Lancaster, PA. 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.

Requirements

• Bachelor's Degree or the equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Required)
• 3 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments. (Required)
• Series 66, 7 and state life insurance licenses (current or test/retest within 1 year). (Required)

Nice To Haves

• 3 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes preferred. (Preferred)
• Certified Financial Professional. (Preferred)

Responsibilities

• Delivery consistent and integrated client experience for the affluent segment households in an assigned regions, through superior execution against corporate value propositions.
• Coordinate the 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.
• Responsible 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.
• This role may perform other job duties as assigned by the manager.
• Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
• This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level