Client Relationship Manager managing significant client relationships in the energy sector at Allens. Leading client strategy development and enhancing client experience in a hybrid work environment.
About the role
- Sales position responsible for the acquisition and retention of bank customers. Working closely within the team to fulfill client financial needs at Fifth Third Bank.
Responsibilities
- 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
- Provide needs-based solutions to the customer
- Maintain a well-developed working knowledge of the complete line of products and services offered
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 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
- Comprehensive benefits programs
- Differentiated compensation offerings
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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