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Relationship Manager

đź•’ July 3

🏢 Plano – Onsite

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź’° Account Manager

🦅 H1B Visa Sponsor

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đź‘» Ghost score 42%

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Logo of Fifth Third Bank

Fifth Third Bank

WebsiteLinkedIn

10,000+ employees

Founded 1858

🛡️ Insurance

đź’Ľ Consulting

📦 Logistics

Insurance • Consulting • Logistics

Fifth Third Bank is a diversified financial services company offering a wide range of banking and financial products and services. It provides personal banking solutions such as checking and savings accounts, credit and debit cards, and identity theft protection. Borrowers can access various loans and mortgage options, while investors benefit from investment products like ETFs, mutual funds, and stocks. The bank also provides a robust set of services for businesses and commercial clients, including cash management, treasury management, and specialized lending solutions. Additionally, Fifth Third offers wealth management services with private banking, trust, and estate services. Customers can benefit from Fifth Third's online and mobile banking platforms, enabling them to bank anywhere at any time. Fifth Third Bank is focused on delivering seamless banking experiences with a strong emphasis on customer convenience and security.

đź“‹ Description

• Acquire, grow, and retain bank customers, focusing on Preferred Program customers and mass affluent prospects • Proactively contact and service customers regarding bank products • Conduct needs-based assessments of prospective and existing clients • Engage internal partners to fulfill client financial needs and increase referral opportunities • Utilize and promote the Retail Consultative Sales process and prescribed tools • Work with the financial center team on referral activity • Retain and grow current and next-generation wealth • Execute retail strategies and tactics to increase Preferred Program households and fulfill customer needs • Build deep customer relationships and serve as a trusted advisor • Simplify and communicate complex financial concepts • Participate in financial center huddles and meetings and provide guidance on referral and sales processes • Maintain current knowledge of the complete line of products and services • Meet or exceed investment sales and referral goals in partnership with the Investment Executive • Initiate and maintain customer and prospect contact through financial center interactions, telemarketing, seminars, and community events • Monitor business and economic activity to anticipate customer needs and proactively provide financial solutions

🎯 Requirements

• College degree or equivalent combination of education and experience required • Experience in a sales environment • Experience in the financial industry • Pass consultative selling skills certification and complete ongoing educational requirements as prescribed • Series SIE, 6, 63 and insurance licenses required • External hires must obtain Series 65 within 90 calendar days of hire, with a maximum of two attempts • Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment • Ability to present a professional image when interacting with the public • Ability to work with one or more financial centers, including some local travel • SAFE Act registration required at employment through NMLS

🏖️ Benefits

• Incentive compensation plan eligibility based on company, line of business and/or individual performance • Comprehensive benefits programs supporting physical, financial, emotional and social well-being • Benefits for employees and their families

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