Mass Affluent Relationship Advisor

Fifth Third Bank; Lewisville (TX); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Fifth Third Bank is seeking a motivated professional for a Preferred Relationship Manager track in Coppell, TX. After a 4-8 week onboarding with rotations in Operations and Sales & Service, you will pursue a role focused on acquiring, growing and retaining bank customers, especially Preferred Program clients and mass affluent prospects.

The role emphasizes using a consultative sales process, partnering with the financial center team to expand referrals, and maintaining a revenue-generating book

Formación

• College degree or equivalent required.
• Experience in a sales environment; experience in the financial industry preferred.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• Series SIE, 6, 63 and insurance licenses required for external hires; Series 65 must be obtained within 90 calendar days for internal hires.
• Have demonstrated the ability to build and maintain a revenue-producing book of business in the mass affluent segment.
• Position involves contact with the public and presenting a professional image.

Responsabilidades

• Execute on Retail and Fifth Third Securities strategies to increase the Preferred Banking initiatives while delivering excellent customer experience.
• Build deep relationships with customers to earn trusted-advisor status via consultative sales and service.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Maintain the sales and service environment through participation in financial center huddles and meetings; guide team in referrals/sales for Preferred customers.
• Maintain knowledge of the full products/services line and keep up to date; request assistance for development needs.
• Initiate and maintain customer and prospect contact via in-center interactions, telemarketing, seminars and events.

Conocimientos

Sales experience

Consultative selling

Customer service

Communication skills

Educación

College degree

Descripción del empleo

Fifth Third Bank is seeking a motivated professional for a Preferred Relationship Manager track in Coppell, TX. After a 4-8 week onboarding with rotations in Operations and Sales & Service, you will pursue a role focused on acquiring, growing and retaining bank customers, especially Preferred Program clients and mass affluent prospects.

The role emphasizes using a consultative sales process, partnering with the financial center team to expand referrals, and maintaining a revenue-generating book