Premier Relationship Manager – Wealth & Banking

Fifth Third

Farmington Hills (MI)

On-site

USD 65,000 - 95,000

Full time

9 days ago
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Job summary

Fifth Third Bank in Michigan seeks a sales professional to acquire, grow, and retain bank customers, focusing on Preferred Program and mass affluent prospects. You will conduct needs-based assessments and work with partners to deliver solutions while maintaining risk controls.

The role requires a college degree or equivalent experience, licenses (SIE, 6, 63; insurance; Series 65 within 90 days for external hires), and strong relationship-building skills. Local travel may be involved.

Qualifications

  • College degree or equivalent combination of education and experience required.
  • Experience in a sales environment; pass consultative selling skills certification and ongoing education as prescribed.
  • Series SIE, 6, 63 and insurance licenses required.
  • For external hires, Series 65 must be obtained within 90 days of hire with up to two attempts.

Responsibilities

  • Execute on retail strategies to increase the Preferred Program households and meet sales goals.
  • Build deep relationships with customers to earn trusted-advisor status through consultative sales and service.
  • Demonstrate ability to simplify complex financial concepts for clients.
  • Support sales activities by participating in referrals and collaboration with partners.
  • Maintain knowledge of the full product line and update as needed.
  • Meet or exceed investment sales and referral targets in collaboration with Investment Executive.
  • Initiate customer contact via in-center interactions, telemarketing, seminars and community events.

Skills

Sales experience
Consultative selling
Relationship building
Financial services knowledge

Education

Bachelor's degree

Tools

NMLS

Job description

Fifth Third Bank in Michigan seeks a sales professional to acquire, grow, and retain bank customers, focusing on Preferred Program and mass affluent prospects. You will conduct needs-based assessments and work with partners to deliver solutions while maintaining risk controls.

The role requires a college degree or equivalent experience, licenses (SIE, 6, 63; insurance; Series 65 within 90 days for external hires), and strong relationship-building skills. Local travel may be involved.

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