Premier Wealth Relationship Manager

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

Job summary

Fifth Third Bank in Muskegon, MI is seeking a Preferred Relationship Manager to drive acquisition, growth, and retention of our bank customers, focusing on the Preferred Program and mass affluent clients. You will proactively engage clients and assess needs using our consultative sales approach.

Collaborate with the financial center team, leverage referrals, and deliver clear explanations of financial products while maintaining high service standards and regulatory compliance.

Qualifications

• College degree or equivalent required.
• Experience in a sales environment within financial services preferred.
• Series 6, 63 and insurance licenses required; Series 65 within 90 days.
• SAFE Act registration required at hire.

Responsibilities

• Grow and retain Preferred Program customers through needs-based banking solutions.
• Build trusted advisor relationships and leverage referral opportunities with partners.
• Present complex financial concepts clearly and guide clients to fit products.
• Travel locally to support multiple financial centers as needed.

Skills

Sales experience

Consultative selling

Relationship management

Communication skills

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank in Muskegon, MI is seeking a Preferred Relationship Manager to drive acquisition, growth, and retention of our bank customers, focusing on the Preferred Program and mass affluent clients. You will proactively engage clients and assess needs using our consultative sales approach.

Collaborate with the financial center team, leverage referrals, and deliver clear explanations of financial products while maintaining high service standards and regulatory compliance.