Premier Relationship Manager – Mass Affluent Banking

Fifth Third Bank; Santa Monica (CA); On-site; USD 54,000 - 112,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation

Job summary

Fifth Third Bank is seeking an experienced Relationship Manager in Los Angeles, CA to acquire, grow, and retain preferred program customers and mass affluent clients. You will leverage consultative sales to assess client needs, collaborate with partners, and expand wealth relationships while upholding risk controls.

You will build deep client relationships, simplify complex financial concepts, and drive referrals and investment sales in a collaborative team environment.

Qualifications

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

Responsibilities

• Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve 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 participate in financial center huddles and meetings to support the sales and motivational activities.
• 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.
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
• 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 providing new solutions for current and future financial needs.

Education

College degree

Job description

Fifth Third Bank is seeking an experienced Relationship Manager in Los Angeles, CA to acquire, grow, and retain preferred program customers and mass affluent clients. You will leverage consultative sales to assess client needs, collaborate with partners, and expand wealth relationships while upholding risk controls.

You will build deep client relationships, simplify complex financial concepts, and drive referrals and investment sales in a collaborative team environment.