Preferred Relationship Manager

4 weeks ago


Lake Zurich, Illinois, United States Fifth Third Full time
Job Title: Preferred Relationship Manager

Transform Banking with Us

We're seeking a skilled Preferred Relationship Manager to join our team at Fifth Third Bank. As a key member of our sales team, you'll be responsible for acquiring, growing, and retaining bank customers, with a focus on our Preferred Program customers and mass affluent prospects.

Key Responsibilities:

  • Proactively contact and service customers to meet their financial needs and provide an exceptional customer experience.
  • Conduct needs-based assessments of prospective and existing clients to identify opportunities for growth and retention.
  • Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to customers.
  • Maintain a well-developed working knowledge of our complete line of products and services, staying up-to-date on industry trends and economic developments.
  • Meet or exceed sales and referral goals, working in partnership with Investment Executives.
  • Initiate and maintain customer and prospect contact through various methods, including customer interaction, telemarketing, and community events.

Requirements:

  • College degree or equivalent combination of education and experience.
  • Experience in a sales environment, preferably in the financial industry.
  • Pass consultative selling skills certification and complete ongoing educational requirements.
  • Series SIE, 6, 63, and insurance licenses required.
  • Series 65 must be obtained within 90 calendar days of hire.

Working Conditions:

  • Normal office environment.
  • Occasional local and overnight travel required.

Fifth Third Bank is an Equal Opportunity Employer



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