Trusted Wealth & Banking Relationship Manager

Fifth Third

Dearborn Heights (MI)

On-site

USD 52,000 - 76,000

Full time

14 days+

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Job summary

Fifth Third Bank in Dearborn Heights, MI seeks an energetic sales professional to drive acquisition, growth and retention of bank customers, focusing on the Preferred Program and mass affluent prospects. You will conduct needs-based assessments, promote the Retail Consultative Sales process, and collaborate with the financial center team to fulfill client financial needs.

This role requires Series SIE, 6, 63 and insurance licenses, with Series 65 within 90 days for external hires, plus a

Qualifications

College degree or equivalent combination of education and experience.
Experience in a sales environment; experience in financial industry.
Must obtain Series SIE, 6, 63 and insurance licenses; Series 65 within 90 days for external hires.
Ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Professional image and local travel as needed.

Responsibilities

Execute retail strategies to increase the Preferred Program households and fulfill customer needs.
Build relationships with customers as trusted advisor through consultative sales and service.
Explain complex financial concepts clearly.
Support sales activities in financial centers and through seminars and events.
Collaborate with Investment Executive to meet referral and investment goals.
Maintain knowledge of the full product line and update as necessary.