Jobtailor in Houston is seeking a sales professional to acquire, grow, and retain bank customers, with emphasis on Preferred Program and mass affluent prospects. You will assess client needs, promote bank products, and collaborate with Financial Center teams to refer opportunities.
The role requires consultative selling skills, a solid sales background, and licensing readiness (SIE/6/63). Some travel to local FCs may be required. A professional presence is essential.
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Affluent Relationship Manager & Trusted Advisor
Jobtailor · Houston, TX, USA ·
- Pay:
- 55.000 - 90.000
- Job type:
- Full Time