Relationship Manager
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Huber Heights • Ohio • United States
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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, using prescribed tools.
- Work closely with internal sales partners to increase referral opportunities.
- Provide needs-based solutions to customer.
- Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
- Initiate and maintain customer and prospect contact through various methods.
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 SIE, 6, 63 and insurance licenses required.
- For external hires, the 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.
- This role may work with one or more FCs, which will require some local travelling.
- This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
Benefits
- Comprehensive benefits
- Differentiated compensation offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
consultative selling skillsneeds-based assessmentrisk managementrevenue generationcustomer acquisitioncustomer retentionfinancial needs analysissales processreferral generationbook of business management
Soft Skills
communicationinterpersonal skillsprofessionalismproblem-solvingcollaborationcustomer serviceaccountabilityrelationship buildingpresentation skillsproactivity
Certifications
consultative selling skills certificationSeries SIESeries 6Series 63insurance licensesSeries 65