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Relationship Manager
Fifth Third BankPreferred Relationship Manager at Fifth Third Bank acquiring and retaining customers for the Preferred Program. Building relationships and providing consultative financial services to mass affluent prospects.
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