Preferred Banking Growth & Relationship Advisor

Fifth Third; Perrysburg (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Incentive compensation plan

Competitive benefits

Job summary

Fifth Third Bank in Perrysburg, OH is hiring a Preferred Relationship Manager to acquire, grow, and retain mass affluent clients within the bank’s Preferred Program. You will collaborate with financial center teams to deliver needs-based financial solutions and build a trusted advisor relationship.

You will manage a revenue-producing book of business, pursue referrals, and maintain knowledge of the full product suite while complying with regulatory requirements and SAFE Act guidance.

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; experience in financial industry preferred.
• Pass consultative selling skills certification and ongoing education requirements.
• SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.
• Track record of building a revenue-producing book of business in mass affluent segment.

Responsibilities

• Execute retail strategies to increase Preferred Program households and revenue.
• Build deep relationships and serve as trusted advisor using consultative sales approach.
• Support referral activity with internal partners and maintain product knowledge.
• Meet investment sales and referral goals in partnership with Investment Executive.
• Maintain local travel as needed and ensure compliant customer interactions.

Skills

Relationship management

Consultative selling

Sales experience

Communication skills

NMLS licensing knowledge

Education

College degree or equivalent

Job description

Fifth Third Bank in Perrysburg, OH is hiring a Preferred Relationship Manager to acquire, grow, and retain mass affluent clients within the bank’s Preferred Program. You will collaborate with financial center teams to deliver needs-based financial solutions and build a trusted advisor relationship.

You will manage a revenue-producing book of business, pursue referrals, and maintain knowledge of the full product suite while complying with regulatory requirements and SAFE Act guidance.