Preferred Relationship Manager

Fifth Third Bank, N.A.; Irving (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Fifth Third Bank, National Association in Coppell, TX seeks a Preferred Relationship Manager trainee who will rotate through Operations and Sales & Service during a 4-8 week onboarding. The program leads to a preferred role for mass affluent clients, with proactive relationship building and needs-based product solutions.

The role emphasizes consultative selling, staying current on products, and collaboration with center teams. Travel to local FCs is possible; SAFE Act/NMLS registrations apply.

Formación

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; experience in the financial industry.
• Pass consultative selling skills certification and ongoing requirements.
• Series SIE, 6, 63 and insurance licenses required for external hires.
• Series 65 must be obtained within 90 calendar days of hire with up to two attempts.
• Series SIE, 6, 63, 65 and insurance licenses required for internal hires.
• Demonstrated ability to build and maintain a revenue-producing book of business.
• Position involves contact with the public and professional appearance requirements.
• Role may involve local travel to work with one or more Financial Centers.
• SAFE Act registration is required through NMLS at time of employment.

Responsabilidades

• Execute Retail and Fifth Third Securities strategies to grow the Preferred Banking initiatives.
• Build deep relationships with customers to be a trusted advisor.
• Explain complex financial concepts in a simple way.
• Support the Financial Center team in referrals and sales processes for Preferred customers.
• Maintain knowledge of the full line of products and services.
• Initiate and maintain customer contact via multiple channels and events.
• Stay informed on industry and economic trends to offer proactive solutions.

Conocimientos

Sales experience

Consultative selling

Professional image

Relationship building

Educación

College degree or equivalent

Descripción del empleo

Coppell

Las Colinas-114

Lewisville

Irving Blvd-O'Connor

Full time

R74390

GENERAL FUNCTION:

Selected candidates are intended to become a Preferred Relationship Manager after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates with the opportunity to demonstrate skills necessary to successfully perform a role within the Preferred job family. A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions for the customer. Work closely with customers to retain and grow current and next generation wealth.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Execute on Retail and Fifth Third Securities strategies and tactics to increase the Preferred Banking key initiatives while providing excellent customer experience to help their clients achieve their financial 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 participating 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.

• 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 provide new solutions for current and future financial needs.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or equivalent combination of education and experience required.

• Experience in a sales environment; experience in the 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.

• Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90-calendar day period.

• Series SIE, 6, 63, 65 and insurance licenses required for internal hires.

• Have demonstrated the 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 be working 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").

WORKING CONDITIONS:

Normal office environment.

Extending viewing of computer screens.

Occasional local and overnight travel as required.

Preferred Relationship Manager

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Coppell, Texas 75019

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.