Preferred Relationship Manager
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Oak Lawn • Illinois • United States
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Salary
💰 $54,400 - $111,500 per year
About the role
- A sales position responsible for the acquisition, growth, and retention of bank customers.
- Proactively contact and service customers in the sales and service of bank products.
- Conduct needs-based assessment of the prospective and existing client base.
- Engage partners to fulfill client financial needs.
- Utilize and promote the Retail Consultative Sales process.
- Work closely with internal sales partners to increase referral opportunities.
- Responsible for retaining and growing current and next generation wealth.
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.
- Have 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 the individual needs of employees and their families, encompassing physical, financial, emotional, and social well-being.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative selling skillsneeds-based assessmentrevenue-producing book of business
Soft skills
customer servicerelationship buildingprofessional presentation
Certifications
Series 6 licenseSeries 63 licenseinsurance licenseSeries 65 license