The Complete Banker (TCB)
The Preferred Relationship Manager actively retains and nurtures an existing base of high-value customers while promoting the bank's investment and deposit products. This role focuses on acquiring new banking and preferred customers, providing advisory-based sales, and delivering convenient off-site banking services. The position also involves leading marketing activities and maintaining professional relationships with upper mass affluent and high net worth individuals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Complete Banker (TCB).
The Complete Banker (TCB) didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role