Preferred Banking Relationship Manager

Fifth Third Bank, N.A.; Roseville (MI); Presencial; USD 65 000 - 95 000; Tempo integral

Resumo da oferta

Fifth Third Bank, N.A. in Roseville, MI seeks a Relationship Manager Associate to grow the Preferred Program customer base and deliver tailored financial solutions.

You will build trusted advisor relationships, present complex concepts clearly, and collaborate with the Financial Center team to drive referrals and revenue growth. Strong sales experience and licenses are required; travel locally may be needed as part of client outreach.

Qualificações

• 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").

Responsabilidades

• Execute on retail strategies to increase the Preferred Program households and deliver excellent customer experience.
• Build deep relationships with customers using consultative sales and service processes.
• Demonstrate the ability to simplify and communicate complex financial concepts.
• Support the financial center team in referrals and sales processes for Preferred customers.
• Maintain knowledge of the full line of products and services and update as needed.
• Meet or exceed investment sales and referral goals with Investment Executive support.
• Proactively contact customers and prospects via various channels and events.
• Stay informed on industry and economic trends to anticipate customer needs.

Conhecimentos

Sales experience

Financial industry experience

Consultative selling

Mass affluent client base

Professional image

Local travel

NMLS SAFE Act familiarity

Formação académica

College degree or equivalent

Series SIE, 6, 63 licenses

Insurance licenses

Series 65 (within 90 days)

NMLS (SAFE Act registration)

Descrição da oferta de emprego

Fifth Third Bank, N.A. in Roseville, MI seeks a Relationship Manager Associate to grow the Preferred Program customer base and deliver tailored financial solutions.

You will build trusted advisor relationships, present complex concepts clearly, and collaborate with the Financial Center team to drive referrals and revenue growth. Strong sales experience and licenses are required; travel locally may be needed as part of client outreach.