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Preferred Relationship Manager

2 months ago

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

Join Fifth Third Bank, National Association in Lake Zurich, Illinois, as a Preferred Relationship Manager. This role is 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 acquire, grow, and retain bank customers.
  • Conduct needs-based assessments of prospective and existing clients to identify financial needs and provide solutions.
  • Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to customers.
  • Build deep relationships with customers to earn status as a trusted advisor.
  • Maintain a well-developed working knowledge of the complete line of products and services offered by Fifth Third Bank.
  • Consistently meet or exceed brokerage sales and referral goals as set by management.
Requirements:
  • College degree or equivalent combination of education and experience required.
  • Experience in a sales environment and financial industry.
  • Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
  • Series SIE, 6, 63, and insurance licenses required.
Working Conditions:

This role involves contact with the public, necessitating the ability to present a professional image. Normal office environment with occasional local and overnight travel as required.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.