Trusted Wealth & Preferred Banking Advisor

Fifth Third Bank; Loveland (CO); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank is seeking a dynamic Sales professional to acquire, grow, and retain bank customers, with a focus on Preferred Program and mass affluent prospects. You will conduct needs-based assessments and collaborate with the Financial Center team to refer and upsell banking products while maintaining a high standard of service and risk management.

The role emphasizes consultative selling, relationship-building, and staying current on financial concepts.

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; experience in financial industry preferred.
• SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.

Responsibilities

• Execute on retail strategies to increase Preferred Program households and revenue.
• Build deep relationships with customers to serve as trusted advisor.
• Coordinate with Financial Center team to refer and upsell products and services.
• Maintain knowledge of products/services and stay compliant with policies.

Skills

Sales proficiency

Needs-based assessment

Consultative selling

Relationship building

Education

College degree or equivalent

Job description

Fifth Third Bank is seeking a dynamic Sales professional to acquire, grow, and retain bank customers, with a focus on Preferred Program and mass affluent prospects. You will conduct needs-based assessments and collaborate with the Financial Center team to refer and upsell banking products while maintaining a high standard of service and risk management.

The role emphasizes consultative selling, relationship-building, and staying current on financial concepts.