Relationship Manager
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Lighthouse Point • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Execute on retail strategies and tactics to increase the Preferred Program households and fulfill customer needs
- Provide an excellent customer experience while removing roadblocks to achieve goals
- Build deep relationships with customers to earn status as trusted advisor by leveraging consultative sales and service process
- Maintain the sales and service environment by actively participate in financial center huddles and meetings
- Provide guidance to the Financial Center team in the referral/sales process
- Maintain a well-developed working knowledge of the complete line of products and services offered
- Consistently meet or exceed brokerage sales and referral goals as set by management
- Initiate and maintain customer and prospect contact through various methods
- Proactively provide new solutions for current and future financial needs
Requirements
- College degree or equivalent combination of education and experience required
- Experience in a sales environment; experience in financial industry
- Pass consultative selling skills certification and complete ongoing educational requirements as prescribed
- Series 6, 63 and insurance licenses required
- Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period
- Demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment
- Position involves contact with the public, necessitating the ability to present a professional image
Benefits
- Comprehensive benefits programs designed to support individual needs of employees and families
- Physical, financial, emotional, and social well-being support
- Incentive compensation plan based on performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative sellingsales processbrokerage salesreferral processfinancial products knowledgecustomer relationship managementrevenue generationfinancial needs assessment
Soft skills
customer experiencerelationship buildingcommunicationproblem-solvingteam collaborationprofessional presentation
Certifications
consultative selling skills certificationSeries 6 licenseSeries 63 licenseinsurance licenseSeries 65 license