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Relationship Development Specialist

2 months ago

Chester Springs, Pennsylvania, United States Fifth Third Bank Full time
About the Role

We are seeking a skilled Relationship Development Specialist to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for building and maintaining relationships with our preferred program customers and mass affluent prospects.

Key Responsibilities
  • Proactively contact and service customers to acquire, grow, and retain bank relationships.
  • Conduct needs-based assessments of prospective and existing clients to identify opportunities for growth.
  • Engage partners to fulfill client financial needs and provide solutions through the Retail Consultative Sales process.
  • Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to customers.
  • Responsible for risk management by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures.
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.
  • Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Working Conditions
  • Normal office environment.
  • Extending viewing of computer screens.
  • Occasional local and overnight travel as required.