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Relationship Manager
Fifth Third Bank. Execute on retail strategies and tactics to increase the Preferred Program households .
About the role
Key responsibilities & impact- Execute on retail strategies and tactics to increase the Preferred Program households
- Build deep relationships with customers to earn status as trusted advisor
- Demonstrate ability to simplify and communicate complex financial concepts
- Maintain the sales and service environment by participating 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 investment sales and referral goals
- Initiate and maintain customer and prospect contact through a variety of methods
Requirements
What you’ll need- 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
- Demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment
- Ability to present a professional image
- Requires some local travelling
Benefits
Comp & perks- Comprehensive benefits programs to support individual needs
- Physical well-being
- Financial well-being
- Emotional well-being
- Social well-being
- Differentiated compensation offerings
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 sellinginvestment salesreferral processfinancial conceptssales environmentrevenue-producing book of business
Soft Skills
relationship buildingcommunicationtrustworthinessguidanceprofessional image
Certifications
Series SIESeries 6Series 63insurance licensesSeries 65