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Relationship Manager
Fifth Third BankPreferred Relationship Manager at Fifth Third Bank responsible for customer acquisition, growth, and retention. Engaging clients to fulfill their financial needs through consultative sales processes.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and customer relationship management within the financial industry, with a strong focus on acquiring and retaining bank customers. Holds necessary licenses and certifications to effectively serve the mass affluent segment.
Highest-signal resume keywords
Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseInsurance Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceNeeds-Based AssessmentRevenue-Producing Book of BusinessFinancial Product KnowledgeCustomer AcquisitionCustomer Retention
Soft Skills
Professional ImageInterpersonal CommunicationCollaboration
Certifications & Qualifications
Consultative Selling Skills CertificationSeries 65 License
Industry Keywords
Financial IndustryRetail Consultative SalesMass Affluent SegmentRisk Management
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.
- Engage partners to fulfill client financial needs.
- Utilize and promote the Retail Consultative Sales process.
- Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
- Responsible and accountable for risk by openly exchanging ideas and opinions.
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- Our Total Rewards include comprehensive benefits and differentiated compensation offerings
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Incentive compensation plan