Preferred Relationship Manager: Wealth Growth & Advisory

Fifth Third Bank; Mansfield (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fifth Third Bank is seeking a results-driven Relationship Manager to drive acquisition, growth, and retention of bank customers, with a focus on Preferred Program clients and mass affluent prospects. You will engage internal partners to fulfill client financial needs and deliver solutions that align with risk considerations and policy guidance.

The role emphasizes building trusted relationships, communicating complex concepts simply, and collaborating with multiple financial centers to expand

Qualifications

• 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; Series 65 must be obtained within 90 days of hire with up to two attempts.
• 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.
• This role requires contact with the public, presenting a professional image.
• Role may work with one or more financial centers and involve some local travel.
• SAFE Act registration at time of employment through NMLS.

Responsibilities

• Execute retail strategies to increase Preferred Program households and deliver exceptional customer experience.
• Build deep relationships with customers and serve as trusted advisor using consultative sales and service processes.
• Explain complex financial concepts in a simple, clear manner.
• Support sales activities through financial center huddles and referrals, focusing on Preferred customers.
• Maintain up-to-date knowledge of all products and services offered and request development as needed.
• Meet or exceed investment sales and referral goals in collaboration with Investment Executive.
• Proactively contact customers and prospects via multiple channels and participate in seminars and events.
• Stay informed about industry and economic trends to anticipate customer needs and offer new solutions.

Skills

Consultative selling

Relationship building

Sales process

Communication

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank is seeking a results-driven Relationship Manager to drive acquisition, growth, and retention of bank customers, with a focus on Preferred Program clients and mass affluent prospects. You will engage internal partners to fulfill client financial needs and deliver solutions that align with risk considerations and policy guidance.

The role emphasizes building trusted relationships, communicating complex concepts simply, and collaborating with multiple financial centers to expand