Preferred Banking Relationship Advisor

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

Descripción de la vacante

Fifth Third Bank in Coppell, Texas is seeking a proactive Preferred Relationship Manager to advance the bank’s Preferred program with mass affluent clients. You will rotate through Operations and Sales & Service during onboarding, then certify to qualify for a preferred role.

You will contact and service customers, assess needs, cross-sell bank products, and coordinate with partners to build a robust book of business while upholding risk and regulatory standards.

Formación

• Bachelor’s degree or equivalent required.
• Sales experience in finance preferred and regulatory licensure required.
• Must obtain SIE, Series 6/63 and insurance licenses; SAFE Act registration on hire.

Responsabilidades

• Develop relationships with Fifth Third customers and prospects.
• Drive acquisition, growth and retention of mass affluent clients.
• Partner with Financial Center team to fulfill financial needs.
• PromoteRetail Consultative Sales process and referral opportunities.
• Travel locally as needed to service clients.

Conocimientos

Sales experience

Financial knowledge

Consultative selling

Relationship building

Educación

College degree or equivalent

SIE, 6, 63, and insurance licenses

SAFE Act registration

Descripción del empleo

Fifth Third Bank in Coppell, Texas is seeking a proactive Preferred Relationship Manager to advance the bank’s Preferred program with mass affluent clients. You will rotate through Operations and Sales & Service during onboarding, then certify to qualify for a preferred role.

You will contact and service customers, assess needs, cross-sell bank products, and coordinate with partners to build a robust book of business while upholding risk and regulatory standards.