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Team Manager
Fifth Third Bank. Drive consistent execution of retail, securities, and insurance products and services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving sales performance and compliance within the retail and financial services sectors, with a strong focus on consultative sales skills and team development. Proficient in managing licensing processes and providing educational support to enhance team capabilities.
Highest-signal resume keywords
Series SIE LicenseSeries 7 LicenseSeries 66 LicenseSeries 24 LicenseInsurance Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ManagementConsultative Sales SkillsFinancial Needs AssessmentPerformance FeedbackRegulatory ComplianceRetail Policies KnowledgeBrokerage Policies KnowledgeP&L InspectionTraining and CoachingMultitasking
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationExcellent Presentation SkillsOrganizational SkillsCollaborative Work
Tools & Technologies
Financial DashboardsCredit QueuesHousehold Reports
Certifications & Qualifications
SAFE Act RegistrationConsultative Selling Skills Certification
Industry Keywords
Retail BankingBrokerage ServicesFinancial IndustryInsurance ProductsSales Performance
About the role
Key responsibilities & impact- Drive consistent execution of retail, securities, and insurance products and services
- Collaborate with Retail and Brokerage leadership to lead sales performance and education for licensed bankers
- Ensure adherence to regulatory and Bancorp policies, procedures, and compliance within the assigned territory
- Coach Preferred Relationship Managers and Advisors using consultative sales skills and appropriate tools
- Provide sales management direction, including strategy review, best practices, training, coaching, and production expectations
- Inspect household reports, financial center P&Ls, financial needs assessments, credit queues, and dashboards
- Develop collaborative relationships with Retail leadership and supporting business partners
- Facilitate educational updates and requirements through seminars, conference calls, team meetings, and classroom or virtual offerings
- Manage the licensing process for licensed banker candidates in the assigned territory
- Participate in licensed banker onboarding, orientation, and required coursework completion
- Maintain knowledge of investment products distributed through the Retail channel
- Perform all Fifth Third Securities supervisory duties within the assigned territory
- Provide direct supervision, performance feedback, employee development, talent planning, recognition, and rewards
Requirements
What you’ll need- College degree or equivalent experience required
- Series SIE, 7, 66, and 24 licenses required
- Insurance licenses required
- 7+ years’ experience in a sales environment and financial industry
- In-depth knowledge of Retail and Brokerage policies and procedures
- Strong verbal and written communication skills
- Excellent presentation skills
- Strong PC skills
- Ability to work collaboratively with subordinates, peers, and upper management
- Excellent organizational skills and ability to multitask and be flexible
- SAFE Act registration through NMLS required at the time of employment
- Pass consultative selling skills certification and complete ongoing educational requirements
- Ability to travel required
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional and social well-being
- Incentive compensation plan based on company, line of business and/or individual performance
- Employee recognition and differentiated compensation offerings
- Career growth and challenging development opportunities