Onsite Preferred Relationship Manager

Posted 15 hours ago

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About the role

  • Sales position at Fifth Third Bank focused on acquiring, growing, and retaining bank customers while providing excellent customer experience. Engage partners for client financial needs and promote retail consultative sales process.

Responsibilities

  • 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.
  • Responsible for retaining and growing current and next generation wealth.

Requirements

  • 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 6, 63 and insurance licenses required.
  • 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

  • Comprehensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional, and social well-being.

Job title

Preferred Relationship Manager

Job type

Experience level

Mid levelSenior

Salary

$54,400 - $111,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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