Mass Affluent Relationship Manager Associate

Fifth Third Bank, N.A.; Warren (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Fifth Third Bank, N.A. is seeking a full-time Preferred Relationship Manager Associate in Roseville, MI. The role focuses on acquiring and growing Preferred Program customers, delivering consultative financial guidance, and working with partners to fulfill client needs.

You will build long-term relationships, communicate complex financial concepts clearly, and contribute to the bank's risk- and compliant-operating standards while supporting local financial center goals.

Qualifications

• College degree or equivalent combination of education and experience.
• 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; external hires must obtain Series 65 within 90 days

Responsibilities

• Execute on retail strategies and tactics to increase the Preferred Program households and meet goals.
• Build deep relationships with customers to be trusted advisor via consultative services.
• Explain complex financial concepts in a simple way.
• Support the sales environment with team huddles and referral processes, focusing on Preferred customers.
• Maintain knowledge of products and services and refer for growth opportunities.
• Meet or exceed investment sales and referral goals in partnership with Investment Executive.
• Initiate and maintain customer and prospect contact through multiple channels.

Skills

Sales experience

Consultative selling

Relationship building

Education

College degree

Tools

Licensing: SIE, Series 6, 63, Insurance

Job description

Fifth Third Bank, N.A. is seeking a full-time Preferred Relationship Manager Associate in Roseville, MI. The role focuses on acquiring and growing Preferred Program customers, delivering consultative financial guidance, and working with partners to fulfill client needs.

You will build long-term relationships, communicate complex financial concepts clearly, and contribute to the bank's risk- and compliant-operating standards while supporting local financial center goals.