Trusted Relationship Manager — Preferred Banking Growth

RiseMe

Crossroads (OH)

On-site

USD 60,000 - 90,000

Full time

4 days ago
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Job summary

Fifth Third Bank, National Association, in Perrysburg, Ohio, seeks a Relationship Manager to grow and retain Preferred Program clients and mass affluent prospects. You will drive needs-based solutions, partner with internal teams, and expand the bank's trusted advisor network.

Candidates should have a college degree, sales experience in financial services, and required licenses (SIE, Series 6/63, insurance); 65 within 90 days for external hires. Base salary plus incentive plan with local travel.

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 requirements
  • Series SIE, 6, 63 and insurance licenses required; 65 must be obtained within 90 days for external hires
  • Ability to build and maintain a revenue-producing book of business in the mass affluent segment

Responsibilities

  • Execute retail strategies to increase Preferred Program households and revenue.
  • Build deep relationships with customers as trusted advisor.
  • Explain complex financial concepts in a simple way.
  • Support sales referrals and participate in seminars/community events.
  • Maintain up-to-date knowledge of products and services.

Skills

Sales experience
Relationship building
Consultative selling
Financial concepts

Education

College degree
SIE/63/6/ins licenses

Tools

NMLS

Job description

Fifth Third Bank, National Association, in Perrysburg, Ohio, seeks a Relationship Manager to grow and retain Preferred Program clients and mass affluent prospects. You will drive needs-based solutions, partner with internal teams, and expand the bank's trusted advisor network.

Candidates should have a college degree, sales experience in financial services, and required licenses (SIE, Series 6/63, insurance); 65 within 90 days for external hires. Base salary plus incentive plan with local travel.

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