Premier Relationship Manager – Wealth & Mass Affluent

Fifth Third Bank; Florida; Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Fifth Third Bank is seeking a Preferred Relationship Manager in Dallas, TX, to acquire, grow, and retain bank customers, with emphasis on the Preferred Program and mass affluent prospects. You will assess client needs, collaborate with center teams, and drive referrals and wealth growth.

You will build trusted relationships, simplify complex financial concepts, and collaborate with Investment Executives to meet sales goals. Local travel and a professional public presence are required.

Formación

• College degree or equivalent required.
• Sales experience in financial services.
• Pass consultative selling certification and ongoing education.
• Licenses: SIE, Series 6, 63 and insurance; Series 65 within 90 days.
• Ability to build a revenue-producing book of business in the mass affluent segment.
• Professional image due to public contact.
• Role may travel locally between financial centers.
• SAFE Act registration via NMLS at employment.

Responsabilidades

• Execute retail strategies to grow Preferred Program households and referrals.
• Develop deep relationships with customers as trusted advisor.
• Explain complex financial concepts clearly.
• Support sales process with the financial center team and partners.
• Maintain knowledge of the full product suite and update as needed.
• Meet investment sales and referral goals with Investment Executive.
• Initiate and maintain customer contact via in-branch, telemarketing, seminars.
• Monitor local market conditions to anticipate client needs.

Conocimientos

Consultative selling

Relationship building

Communication skills

Educación

College degree or equivalent

SIE, Series 6, 63 licenses

Insurance licenses

Herramientas

NMLS knowledge

Descripción del empleo

Fifth Third Bank is seeking a Preferred Relationship Manager in Dallas, TX, to acquire, grow, and retain bank customers, with emphasis on the Preferred Program and mass affluent prospects. You will assess client needs, collaborate with center teams, and drive referrals and wealth growth.

You will build trusted relationships, simplify complex financial concepts, and collaborate with Investment Executives to meet sales goals. Local travel and a professional public presence are required.