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Webster Bank
Newington, CT, United States
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our c
Job Source: Webster BankCitizens
Middletown
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term finan
Job Source: CitizensCitizens
West Hartford
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term finan
Job Source: CitizensCitizens
Rocky Hill
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term finan
Job Source: CitizensGenesis Global Group
Branford, CT, United States
Job Description Job Description Job Summary : Genesis Drug Discovery and Development (GD3), a member of the Genesis Biotechnology Group, is a fully integrated CRO providing services to support drug discovery/development programs of our clients from target discovery through IND filing and managing Phase I-IV clinical trials. GD3 portfolio incl
Job Source: Genesis Global GroupAssuredPartners Inc.
New Haven, CT, United States
Overview Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Our Private Client Group is a well-established team in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibilit
Job Source: AssuredPartners Inc.GHD Group
Plainville, CT, United States
Job Description The importance of water to the health of our world can't be overstated. As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front. Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for wha
Job Source: GHD GroupSavings Bank of Danbury
Waterbury, CT, United States
About the Organization We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their ac
Job Source: Savings Bank of DanburyCheshire, CT, United States
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
This role will play an integral part in the achievement of sales and service goals across multiple banking centers. You will take a lead role in creating an extraordinary client experience and will be responsible for helping the Banking Centers you are assigned to achieve their sales objectives.
Primary responsibilities include serving as a single point of contact for clients, driving deposit growth, investment revenue and outstanding loan balances for clients in the Mass Affluent segment (Investable assets between $500M and 3MM).
Core Job Responsibilities/Key Activities/Elements:
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 Webster’s CRM tool 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 Wealth Management 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.
Education, Experience, Skills:
At least at least 6 years of 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
Investment sales experience strongly preferred
FINRA Series 6/7, state registration (including 63, 65, or 66 if required) strongly preferred. If unlicensed must be completed within 12 months of starting.
Life and Health Licensed
Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Bachelor’s degree or equivalent job-related experience.
The estimated salary range for this position is $85,000.00 to $95,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-MM1
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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Email Alert for Private Client Relationship Manager jobs in Cheshire, CT, United States
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