Preferred Relationship Manager
4 weeks ago
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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