Premier Wealth Relationship Advisor

Fifth Third Bank; Windermere (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Fifth Third Bank in Windermere, FL, seeks a Relationship Manager to acquire, grow, and retain banking customers, with emphasis on the Preferred Program and mass affluent prospects. You will proactively engage clients, assess needs, and coordinate with partners to fulfill financial needs.

The role emphasizes risk management and delivering a superior customer experience. You will build lasting relationships, simplify complex financial concepts, and drive referral and investment sales in a

Qualifications

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; experience in financial industry.
• Pass consultative selling skills certification and ongoing education.
• Series SIE, 6, 63 licenses and insurance licenses required; Series 65 within 90 days for external hires.
• Demonstrated ability to build and maintain a revenue-producing book of business in mass affluent segment.
• Ability to present a professional image to the public.
• May require local travel to FCs and SAFE Act registration via NMLS.

Responsibilities

• Execute on retail strategies to increase Preferred Program households and fulfill customer needs.
• Build deep relationships with customers to earn status as trusted advisor.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Support referral activity and collaborate with internal partners to meet goals.
• Maintain knowledge of the full line of products and services and request development as needed.
• Meet or exceed investment sales and referral goals with Investment Executive.
• Initiate and maintain customer contact through various channels including seminars and events.
• Stay informed on market trends to anticipate customer needs and provide solutions.

Skills

Sales experience

Financial industry knowledge

Consultative selling

Licenses: Series SIE

Licenses: Series 6

Licenses: Series 63

Insurance licenses

SAFE Act registration

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank in Windermere, FL, seeks a Relationship Manager to acquire, grow, and retain banking customers, with emphasis on the Preferred Program and mass affluent prospects. You will proactively engage clients, assess needs, and coordinate with partners to fulfill financial needs.

The role emphasizes risk management and delivering a superior customer experience. You will build lasting relationships, simplify complex financial concepts, and drive referral and investment sales in a