Preferred Relationship Manager
3 days ago
Unlock Your Potential in Banking
We're seeking a talented individual to join our team as a Preferred Relationship Manager at Fifth Third Bank. As a key member of our sales team, you will be responsible for building and maintaining relationships with our high-value customers, providing them with exceptional service and tailored financial solutions.
Key Responsibilities:
- Develop and execute sales strategies to acquire and retain high-value customers, focusing on our Preferred Program households.
- Build deep, trusting relationships with customers to position yourself as a trusted advisor, leveraging our consultative sales and service process.
- Communicate complex financial concepts in a clear and concise manner, ensuring customers understand their financial options.
- Collaborate with internal sales partners to increase referral opportunities and provide needs-based solutions to customers.
- Work closely with customers to retain and grow current and next-generation wealth, identifying and addressing their financial needs.
Requirements:
- College degree or equivalent combination of education and experience required.
- Experience in a sales environment, preferably in the 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.
- Demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
- Ability to present a professional image and work effectively in a team environment.
Working Conditions:
- Normal office environment.
- Extending viewing of computer screens.
- Occasional local and overnight travel as required.
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