Preferred Banking Relationship Advisor

Fifth Third; Windermere (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Fifth Third Bank in Houston seeks an energetic sales professional to acquire, grow, and retain bank customers, with emphasis on the Preferred Program and mass affluent prospects. You will conduct needs-based assessments and partner with the financial center team to refer clients and fulfill financial needs.

The role requires a strong consultative selling approach, ability to explain complex financial concepts, and willingness to travel locally to support multiple financial centers.

Qualifications

• College degree or equivalent combination of education and experience required.
• 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 and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
• 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.
• Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
• Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
• 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 leading and/or participating in various seminars and 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

Communication skills

Professional image

Education

College degree or equivalent

Tools

SIE

Series 6

Series 63

Series 65

Insurance licenses

Job description

Fifth Third Bank in Houston seeks an energetic sales professional to acquire, grow, and retain bank customers, with emphasis on the Preferred Program and mass affluent prospects. You will conduct needs-based assessments and partner with the financial center team to refer clients and fulfill financial needs.

The role requires a strong consultative selling approach, ability to explain complex financial concepts, and willingness to travel locally to support multiple financial centers.