Relationship Manager

. Proactively contact and service customers in the sales and service of bank products.

Posted 5/15/2026full-timeOrlando • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Key responsibilities & impact

Proactively contact and service customers in the sales and service of bank products.
Conduct needs-based assessment of the prospective and existing client base.
Engage partners to fulfill client financial needs.
Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
Consistently meet or exceed investment sales and referral goals as set by management.

What you’ll need

College degree or equivalent combination of education and experience required.
Experience in a sales environment; experience in financial industry.
Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
Series SIE, 6, 63 and insurance licenses required.
For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
Position involves contact with the public, necessitating the ability to present a professional image.

Comp & perks

Comprehensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
Incentive compensation plan based upon company, line of business and/or individual performance.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sellingneeds-based assessmentinvestment salesreferral activityfinancial needs solutionsrevenue-producing book of business

Soft Skills

relationship buildingtrusted advisorcommunicationprofessional image

Certifications

consultative selling skills certificationSeries SIESeries 6Series 63insurance licensesSeries 65