Wealth & Banking Growth Advisor

Fifth Third Bank; Coppell (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Fifth Third Bank in Coppell, Texas is seeking a candidate to join as a Preferred Relationship Manager after a 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification. The role focuses on acquisition, growth, and retention of mass affluent clients.

You will build trusted relationships, present tailored financial solutions, and partner with bank teams to deliver superior service while following risk and compliance requirements.

Formación

• Experience in a sales environment; financial industry preferred.
• Certification in consultative selling is required.
• SIE, Series 6, Series 63 and insurance licenses required; Series 65 within 90 days.

Responsabilidades

• Develop and maintain a broad customer base for Preferred Banking and Fifth Third Securities.
• Proactively contact customers to grow and retain assets.
• Collaborate with internal partners to provide needs-based financial solutions.
• Maintain risk controls and comply with bank policies.

Conocimientos

Sales experience

Consultative selling

Relationship management

Local travel ability

Educación

Bachelor's degree or equivalent

Descripción del empleo

Fifth Third Bank in Coppell, Texas is seeking a candidate to join as a Preferred Relationship Manager after a 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification. The role focuses on acquisition, growth, and retention of mass affluent clients.

You will build trusted relationships, present tailored financial solutions, and partner with bank teams to deliver superior service while following risk and compliance requirements.