Fulton Bank · 6 hours ago
Private Banking Relationship Manager
Lancaster, PA
Full-time
Hybrid
Mid Level
$79K/yr - $132K/yr
3+ years expFulton Bank is dedicated to making a positive impact in local communities through its employees. They are seeking a Private Banking Relationship Manager to serve as the primary contact for affluent households, coordinating a team to deliver financial solutions and ensure client satisfaction while expanding and retaining relationships.
BankingFinancial Services
No H1B
Responsibilities
Delivery consistent and integrated client experience for the affluent segment households in an assigned regions, through superior execution against corporate value propositions. Coordinate the relationship management and delivery of products and services with regional product partners for assigned affluent segment households, ensuring a positive customer experience. Responsible for developing, documenting, communicating and executing a regional affluent household sales and service plan
Responsible for coordinating the client sales interaction and experience by profiling and recommending financial solutions both with and without product partners. Accountable for expanding client household of deposit, credit, mortgage and investment products as measured by the growth of regional affluent household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income. Achieve annual sales production and portfolio growth goals
Develop internal and external referral networks and centers of influence in an effort to source new affluent client household opportunities, and source or refer Fulton Financial Advisors institutional, wealth, and fiduciary business. Develop strong working relationships with regional bank and partner leadership, and sales team members. Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand
Partner with all the corporations team members and departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations. Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority. Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct. Assist with completion of account and client reports as assigned
Qualification
Required
Bachelor's Degree or the equivalent experience. Specialty Relevant degree pertaining to the essential duties of this role
3 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments
Series 66, 7 and state life insurance licenses (current or test/retest within 1 year)
Preferred
3 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes
Certified Financial Professional
Benefits
Medical plans with prescription drug coverage
Flexible spending account or health savings account depending on the medical plan chosen
Dental and vision insurance
Life insurance
401(k) program with employer match and Employee Stock Purchase Plan
Paid time off programs including holiday pay and paid volunteer time
Disability insurance coverage
Maternity and parental leave
Adoption assistance
Educational assistance
A robust wellness program with financial incentives
Company
Fulton Bank
Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark DeGrandpre
VP, of Life Sciences and Technology
Atul Malhotra
Chief Risk Officer (CRO)
Recent News
2026-01-22
2025-12-18
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