Preferred Banking Relationship Advisor

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

Job summary

Fifth Third Bank, National Association in Dallas, TX is seeking a Relationship Manager Associate to drive acquisition, growth, and retention of Preferred Program customers within a consultative sales framework. You will partner with financial center teams to deliver wealth-building solutions and referrals.

You will build deep client relationships, demonstrate clarity in communicating complex financial concepts, and maintain product knowledge to meet and exceed goals, including local travel to

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. 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.
• Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities.
• Maintain a well-developed working knowledge of the complete line of products and services offered.
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
• Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and seminars/community events.
• Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.

Skills

Sales experience

Consultative selling

Professional image

Local travel

Education

College degree or equivalent

Tools

SIE/Series 6/63/Insurance licenses

Job description

Fifth Third Bank, National Association in Dallas, TX is seeking a Relationship Manager Associate to drive acquisition, growth, and retention of Preferred Program customers within a consultative sales framework. You will partner with financial center teams to deliver wealth-building solutions and referrals.

You will build deep client relationships, demonstrate clarity in communicating complex financial concepts, and maintain product knowledge to meet and exceed goals, including local travel to