Preferred Banking Relationship Advisor

Fifth Third; Mansfield (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Fifth Third Bank in Arlington, TX seeks a Preferred Relationship Manager to acquire, grow, and retain bank customers, focusing on mass affluent and Preferred program clients. You will use consultative sales, build trusted relationships, and collaborate with the financial center team to fulfill client needs and referrals.

Licensing requirements include SIE, 6, 63 and insurance; external hires must obtain Series 65 within 90 days. Some local travel may be required.

Qualifications

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; financial industry experience preferred.
• Pass consultative selling certification and ongoing educational requirements.
• Series SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.

Responsibilities

• Execute on retail strategies to increase the Preferred Program households and meet goals.
• Build deep relationships with customers to earn trusted-advisor status using consultative sales.
• Communicate complex financial concepts clearly to clients.
• Support the Financial Center team in referrals and maintain product knowledge.
• Travel locally as needed to serve customers and maintain relationships.

Skills

Consultative selling

Relationship building

Financial concepts

Communication

Travel (local)

Education

College degree

Tools

Series SIE

Series 6

Series 63

Series 65

NMLS

Job description

Fifth Third Bank in Arlington, TX seeks a Preferred Relationship Manager to acquire, grow, and retain bank customers, focusing on mass affluent and Preferred program clients. You will use consultative sales, build trusted relationships, and collaborate with the financial center team to fulfill client needs and referrals.

Licensing requirements include SIE, 6, 63 and insurance; external hires must obtain Series 65 within 90 days. Some local travel may be required.