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Relationship Manager
Fifth Third BankSales position responsible for customer acquisition focused on Preferred Program at Fifth Third Bank. Involves proactive contact, needs assessments, and fulfilling financial needs.
About the role
Key responsibilities & impact- Responsible for acquisition, growth, and retention of bank customers
- Proactively contact and service customers in sales and service of bank products
- Conduct needs-based assessments of prospective and existing clients
- Engage partners to fulfill client financial needs
- Utilize and promote the Retail Consultative Sales process
- Collaborate with internal sales partners to increase referral opportunities
- Retain and grow current and next generation wealth
- Identify, assess, manage, monitor, and report risks of all types
- Execute retail strategies and tactics to increase Preferred Program households
- Build relationships with customers as a trusted advisor
- Maintain sales and service environment by participating in center huddles and meetings
- Provide guidance in referral/sales process focusing on Preferred customers
- Keep current on business industry activity and economic environment
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
- Professional image presentation required
- Some local travelling required
Benefits
Comp & perks- Comprehensive benefits programs designed to support individual needs
- 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
Sales Strategy ExecutionNeeds-Based AssessmentRisk ManagementRetail Consultative Sales ProcessFinancial Product Knowledge
Soft Skills
Relationship BuildingProactive CommunicationCollaborationProfessional Image Presentation
Certifications
Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseInsurance LicenseSeries 65 License