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Retirement Plan Services Relationship Manager
in Lancaster PA / DE / MD / NJ / VA
Relationship Manager for most complex client relationships as assigned. Responsible for retaining and expanding existing relationships, and new client acquisition. Has overall responsibility for the maintenance of
client relationships and the delivery of all products and services provided through Fulton Financial Advisors.
Flexible Hybrid Work Location available; based out of multiple locations throughout our 5 state footprint - PA, MD, DE, NJ and
- Lead the delivery of a consistent and integrated client experience through superior execution against Fulton's value proposition. Achieve consistent delivery of relationship
management to assigned clients. Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction. Develop activities and initiatives to retain and expand client relationships and increase fee revenue
to Fulton Financial Advisors. Responsible for organizing, documenting and executing the client relationship plan.
- Retain, expand and broaden existing client relationships by identifying cross sell opportunities for Fulton services and collaborating
across Fulton Financial to achieve results. Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects. Participates in community and business activities to enhance the image and
position of Fulton Bank, N. A. Coordinate the completion of responses to Request For Proposals for assigned accounts and new business prospects. Provide technical sales support in the development of new business. Achieve annual sales goals. Act as a mentor
and trainer for Level I Relationship Managers. Act as a technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager.
- Ensure assigned accounts are
administered within the terms and conditions of the governing account documents. Complete all required reviews and reports in a timely and accurate manner. Review and analyze assigned accounts for their efficient and effective operation. Advising clients,
both employee and corporate, concerning the design and administration of assigned accounts. Deals with client contacts, and others to maintain their confidence without compromising trust principals or Fulton Bank, N. A. 's fiduciary responsibility.
Confers with client contacts to respond to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests raised by them while referring problems which exceed authority to
- Bachelor Degree or the equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role.
- 10 or more years Relationship management. (Required)
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