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Relationship Manager
Fifth Third Bank. A sales position responsible for the acquisition, growth, and retention of bank customers .
About the role
Key responsibilities & impact- 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
- Utilize and promote the Retail Consultative Sales process
- Work closely with internal sales partners to increase referral opportunities
- Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers
- Maintain a well-developed working knowledge of the complete line of products and services offered
- 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
- 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 individual needs of employees and their families
- Health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
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 sellingneeds-based assessmentsales processcustomer acquisitioncustomer retentionproduct knowledgereferral opportunitiesrevenue generationfinancial productssales environment
Soft Skills
communicationinterpersonal skillsprofessional imageteam collaborationcustomer serviceguidancerelationship buildingproactivityadaptabilitypresentation skills
Certifications
consultative selling skills certificationSeries SIESeries 6Series 63insurance licensesSeries 65