Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Preferred Relationship Manager role.
Rezi rewrites your resume against Fifth Third Bank's job description. Free.
Tailor your resume to this Preferred Relationship Manager role.
Rezi rewrites your resume against Fifth Third Bank's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Preferred Relationship Manager posting at Fifth Third Bank — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Preferred Relationship Manager posting at Fifth Third Bank — free, in seconds.
About the Role
A sales position responsible for acquiring, growing, and retaining bank customers, with a specific focus on Preferred Program customers and mass affluent prospects. This role involves proactively contacting and servicing customers, conducting needs-based assessments, and engaging partners to fulfill financial needs.
Responsibilities
- Execute retail strategies and tactics to increase Preferred Program households and fulfill customer needs.
- Build deep relationships with customers to become a trusted advisor.
- Simplify and communicate complex financial concepts.
- Maintain the sales and service environment by participating in financial center huddles and meetings.
- Provide guidance to the Financial Center team in the referral/sales process, focusing on Preferred customers.
- Maintain a working knowledge of all products and services, taking responsibility for staying updated.
- Consistently meet or exceed investment sales and referral goals.
- Initiate and maintain customer and prospect contact through various methods, including telemarketing and community events.
- Stay current on industry and economic activities to anticipate customer needs and provide solutions.
Requirements
- College degree or equivalent combination of education and experience.
- Experience in a sales environment; experience in the financial industry.
- Pass consultative selling skills certification and complete ongoing educational requirements.
- Series SIE, 6, 63 and insurance licenses required.
- For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
- Demonstrated ability to build and maintain a revenue-producing book of business using internal and external sources within the mass affluent segment.
- Ability to present a professional image to the public.
- May require local travel to one or more Financial Centers.
- Requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Skills
- Sales
- Customer Acquisition
- Customer Growth
- Customer Retention
- Consultative Sales
- Needs-based Assessment
- Financial Product Knowledge
- Relationship Building
- Communication
- Referral Generation
Location
- Dallas, Texas 75244
Work Type
- Full-time
- Onsite
Experience Level
- Not specified
Education Level
- College degree or equivalent combination of education and experience
Salary/Compensations
- Base salary is reflective of the range for all roles within this pay grade across the U.S.
- Eligible to participate in an incentive compensation plan based on performance.
Benefits
- Comprehensive benefits
- Differentiated compensation offerings
- Programs designed to support physical, financial, emotional and social well-being.
About the Company
- Fifth Third Bank is committed to making banking better.
- We connect great people to great opportunities.
- We have an engaged and inclusive culture.
Equal Opportunity
- Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.