Wealth & Preferred Banking Relationship Manager

Fifth Third; Houston (TX); Hybrid; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Houston is seeking a Preferred Relationship Manager to acquire, grow, and retain bank customers, focusing on Preferred Program and mass affluent clients. You will use a consultative sales approach, partner with financial centers, and drive referrals while expanding wealth management capabilities.

Role requires a college degree, sales experience in finance, and licenses (SIE, 6, 63; insurance; 65 within 90 days for external hires).

Qualifikationen

• College degree or equivalent combination of education and experience.
• Experience in a sales environment within the financial industry is preferred.
• Proven ability to build a revenue-producing book of business in mass affluent segments.
• Series SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.

Aufgaben

• Execute retail strategies to grow Preferred Program households and deliver exceptional client experiences.
• Build strong relationships to earn trusted-advisor status via consultative sales and service processes.
• Maintain knowledge of products and services; support referral and sales processes with FC teams.
• Travel locally as needed and participate in seminars and community events to generate leads.

Kenntnisse

Consultative selling

Relationship building

Sales experience

Customer needs assessment

Ausbildung

College degree

Jobbeschreibung

Fifth Third Bank in Houston is seeking a Preferred Relationship Manager to acquire, grow, and retain bank customers, focusing on Preferred Program and mass affluent clients. You will use a consultative sales approach, partner with financial centers, and drive referrals while expanding wealth management capabilities.

Role requires a college degree, sales experience in finance, and licenses (SIE, 6, 63; insurance; 65 within 90 days for external hires).