Preferred Relationship Manager – Wealth & Advisory

Fifth Third; Chesterton (IN); On-site; USD 54,000 - 112,000; Full time

Job summary

Fifth Third Bank in Oak Lawn, IL is seeking a Preferred Relationship Manager to acquire, grow, and retain bank customers within the Preferred Program and mass affluent segment. You will engage with clients to assess needs and provide tailored financial solutions, while collaborating with the center team to drive referrals and service excellence.

Ideal candidates have sales experience in financial services, a college degree or equivalent, required licenses (Series 6 and 63; insurance; Series 65

Qualifications

• Experience in a sales environment; experience in financial industry. Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• Series 6, 63 and insurance licenses required. 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 in the mass affluent segment.
• Contact with the public; professional image and local travel may be required.

Responsibilities

• Execute on retail strategies to increase the Preferred Program households and provide an excellent customer experience.
• Build deep relationships with customers to earn trusted-advisor status and drive referrals.
• Communicate complex financial concepts clearly to clients.
• Maintain the sales environment and participate in meetings to support sales activities.
• Refer and coordinate with Investment Executives to meet brokerage goals.

Skills

Consultative selling

Sales experience

Customer relationships

Communication skills

Education

College degree or equivalent

Tools

Series 6

Series 63

Insurance licenses

Series 65 within 90 days

Job description

Fifth Third Bank in Oak Lawn, IL is seeking a Preferred Relationship Manager to acquire, grow, and retain bank customers within the Preferred Program and mass affluent segment. You will engage with clients to assess needs and provide tailored financial solutions, while collaborating with the center team to drive referrals and service excellence.

Ideal candidates have sales experience in financial services, a college degree or equivalent, required licenses (Series 6 and 63; insurance; Series 65