Preferred Banking Relationship Specialist

Fifth Third Bank; Stow (MA); Presencial; USD 70 000 - 90 000; Tempo integral

Resumo da oferta

Fifth Third Bank seeks a Preferred Relationship Manager to drive acquisition, growth, and retention of bank customers, focusing on Preferred Program clients and mass affluent prospects. You will engage partners to fulfill financial needs and act as a trusted advisor across solutions.

The role involves presenting clear financial concepts, supporting the sales process, and collaborating with the Financial Center team to maximize referrals and wealth growth.

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.

Responsabilidades

• Execute on retail strategies and tactics to increase the Preferred Program households and fulfill customer needs.
• 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 participating in financial center huddles and supporting sales and referral activities.
• Maintain knowledge of products and services and keep up to date for development needs.
• Meet or exceed investment sales and referral goals in partnership with Investment Executive.
• Initiate and maintain customer contact through various methods including telemarketing and seminars.
• Stay informed on industry and economic trends to anticipate and meet future financial needs.

Conhecimentos

Sales experience

Consultative selling

Communication skills

Formação académica

College degree or equivalent

Descrição da oferta de emprego

Fifth Third Bank seeks a Preferred Relationship Manager to drive acquisition, growth, and retention of bank customers, focusing on Preferred Program clients and mass affluent prospects. You will engage partners to fulfill financial needs and act as a trusted advisor across solutions.

The role involves presenting clear financial concepts, supporting the sales process, and collaborating with the Financial Center team to maximize referrals and wealth growth.