Mass Affluent Banking Relationship Manager

Fifth Third Bank; Dearborn (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank in Dearborn, MI seeks a results-driven sales professional to acquire, grow, and retain bank customers, with emphasis on our Preferred Program and mass affluent prospects. You will use consultative selling to assess needs, refer to partners, and build lasting client relationships.

You will work with Financial Center teams to deliver solutions, maintain product knowledge, and meet investment/referral targets while traveling locally as needed.

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; experience in financial industry
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
• Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
• Position involves contact with the public, necessitating the ability to present a professional image.
• This role may work with one or more FCs, which will require some local travelling.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").

Responsibilities

• Execute on retail strategies to increase the Preferred Program households and fulfill customer needs.
• Build deep relationships with customers as trusted advisor using consultative sales and service process.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Support the sales and referral process with the Financial Center team, focusing on Preferred customers.
• Maintain knowledge of the full line of products and services and update as needed.
• Meet or exceed investment sales and referral goals in partnership with Investment Executive.
• Initiate and maintain customer/prospect contact via various methods, including seminars and community events.
• Monitor local market activity to anticipate customer needs and provide new solutions.

Skills

Sales experience

Consultative selling

Communication skills

Professional image

Education

College degree or equivalent

Job description

Fifth Third Bank in Dearborn, MI seeks a results-driven sales professional to acquire, grow, and retain bank customers, with emphasis on our Preferred Program and mass affluent prospects. You will use consultative selling to assess needs, refer to partners, and build lasting client relationships.

You will work with Financial Center teams to deliver solutions, maintain product knowledge, and meet investment/referral targets while traveling locally as needed.