Preferred Relationship Manager

3 weeks ago


Lake Zurich, Illinois, United States Fifth Third Bank, N.A. Full time
About the Role

We are seeking a skilled Preferred Relationship Manager to join our team at Fifth Third Bank, N.A. This is an exciting opportunity to work with our mass affluent customers and help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with our preferred customers, providing them with exceptional service and tailored financial solutions.
  • Proactively identify and pursue new business opportunities, leveraging our consultative sales process to drive growth and revenue.
  • Collaborate with internal partners to deliver a seamless customer experience, ensuring that our customers' needs are met and exceeded.
  • Stay up-to-date on industry trends and developments, using this knowledge to provide innovative solutions and advice to our customers.
  • Meet or exceed sales and referral goals, working closely with our Investment Executive to drive business results.
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.
What We Offer

Fifth Third Bank, N.A. is committed to providing a positive and inclusive work environment, with opportunities for professional growth and development. We offer a competitive salary and benefits package, as well as a collaborative and dynamic team culture.

This role requires SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS). Normal office environment, with occasional local and overnight travel as required.



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