WMAS Relationship Manager II-III

About the role

Serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals.

Responsibilities

• Coordinates and oversees complete client relationship.
• Maintains responsibility for retaining and expanding a specific book of relationships, maintaining knowledge of the intricacies of each account or relationship as needed in order to provide superior service to Bank clients.
• Designs and implements various strategies based on the needs, goals and fiduciary requirements of each client relationship.
• Helps ensure an integrated and seamless approach to servicing the client.
• Re-evaluates client needs and determines if other service and sales opportunities exist.
• Resolves problems brought by principals, beneficiaries, remaindermen, and others.
• Participates in client relationship planning, especially for key relationships.
• Sets and monitors proactive client contact standards for each individual client relationship.
• Understands the application of technology for client service, communications and management for a book of relationships.
• Obtains and maintains current client profile information and any other critical information necessary to successfully manage the relationship.
• Keeps abreast of new products, methods/techniques, key industry trends, conditions and changes in laws and regulatory policies.
• Ensures an effective working relationship with other Bank personnel as required to perform client support and sales functions.
• Investigates opportunities for expanding market share and making business more profitable, with particular attention to identifying prospective clients and additional financial needs among present clients.
• Prepares for client calls, makes sales calls, and call follow-up.
• Identifies opportunities and continually prospects for new clients.
• Introduces and cross-sells new and existing bank products.
• Develops strategies to engage in presentations.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional relationships.
• Maintains and develops internal and external professional