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Relationship Manager
Fifth Third Bank. A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
About the role
Key responsibilities & impact- A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
- Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs.
- Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
- Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
- Work closely with customers to retain and grow current and next generation wealth.
- Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
- Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
- While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Requirements
What you’ll need- BI-Lingual Spanish strongly preferred
- 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
Comp & perks- comprehensive benefits and differentiated compensation offerings to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
ATS Keywords
✓ Tailor your resumeApplicant 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 managementcustomer retentionsales techniquesfinancial products knowledgerevenue generationbook of business managementreferral generationfinancial needs analysis
Soft Skills
communicationcustomer servicerelationship buildingprofessionalismteam collaborationproblem-solvingaccountabilityinterpersonal skillsadaptabilityethical decision-making
Certifications
consultative selling skills certificationSeries 6 licenseSeries 63 licenseinsurance licenseSeries 65 license