Relationship Manager: Mass Affluent Growth

Fifth Third Bank, N.A.; Los Angeles (CA); On-site; USD 67,000 - 112,000; Full time

Job summary

Fifth Third Bank, N.A. in Los Angeles, CA, seeks a Senior Sales professional to acquire, grow, and retain Preferred Program customers. You will consult with clients, build trusted relationships, and promote a broad range of banking products with a focus on wealth-adjacent services.

You will collaborate with investment partners to meet goals, manage risk, and maintain a high standard of customer experience through proactive outreach and community engagement.

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 per policy.
• SIE, Series 6, Series 63 and insurance licenses required; Series 65 within 90 days for external hires.
• Ability to build and maintain a revenue-generating book of business in the mass affluent segment.
• Professional image when interacting with clients and public.
• Role may involve local travel to FCs and client sites and requires SAFE Act registration.

Responsibilities

• Execute retail strategies to grow Preferred Program households and fulfill client needs.
• Build deep relationships with customers as trusted advisor via consultative process.
• Explain complex financial concepts in clear terms to clients.
• Support Financial Center team in referral and sales processes for Preferred customers.
• Maintain knowledge of full product/service line and stay updated on developments.
• Aim to meet or exceed investment sales and referral goals with Investment Executive support.
• Proactively contact customers and prospects through multiple channels and community events.
• Stay informed about market and economic trends to anticipate client needs.

Skills

Consultative selling

Relationship building

Sales experience

Customer service

Revenue growth

Education

College degree or equivalent

Job description

Fifth Third Bank, N.A. in Los Angeles, CA, seeks a Senior Sales professional to acquire, grow, and retain Preferred Program customers. You will consult with clients, build trusted relationships, and promote a broad range of banking products with a focus on wealth-adjacent services.

You will collaborate with investment partners to meet goals, manage risk, and maintain a high standard of customer experience through proactive outreach and community engagement.