Preferred Relationship Manager - Mass Affluent Banking

Fifth Third Bank

Perrysburg (OH)

On-site

USD 55,000 - 85,000

Full time

4 days ago
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Job summary

Fifth Third Bank in the United States seeks a Relationship Manager to grow and retain Preferred Program customers and mass affluent prospects. You will conduct needs-based assessments, promote the Retail Consultative Sales process, and collaborate with the center team to deliver tailored financial solutions.

You will build deep relationships, communicate complex concepts clearly, and travel locally as needed.

Qualifications

  • Experience in a sales environment within financial services.
  • Ability to explain complex financial concepts clearly.
  • Strong client relationship and referral skills.

Responsibilities

  • Execute retail strategies to grow Preferred Program households and meet goals.
  • Build deep relationships with customers as a trusted advisor.
  • Demonstrate ability to simplify and communicate complex financial concepts.
  • Support sales/referral processes with the Financial Center team.
  • Maintain knowledge of the full line of products and services.
  • Meet or exceed investment sales and referral goals with support from Investment Executive.
  • Contact customers through various channels and community events.
  • Stay informed about industry and economic trends to anticipate customer needs.

Skills

Sales experience
Financial services knowledge
Consultative selling
Licensing requirements

Education

College degree

Job description

Fifth Third Bank in the United States seeks a Relationship Manager to grow and retain Preferred Program customers and mass affluent prospects. You will conduct needs-based assessments, promote the Retail Consultative Sales process, and collaborate with the center team to deliver tailored financial solutions.

You will build deep relationships, communicate complex concepts clearly, and travel locally as needed.

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