Client Relations Specialist, Private Risk
Foundation Risk PartnersFull Time
Entry Level & New Grad
Fort Lauderdale, Florida, United States
Key technologies and capabilities for this role
Common questions about this position
This information is not specified in the job description.
This is a full-time onsite position in the Fort Lauderdale, FL Area at Financial Centers, involving rotations in operations and Sales & Service, lobby leadership, and teller transactions.
Key skills include using the consultative sales process, conducting Financial Needs Assessment to identify customer needs, maintaining knowledge of retail products/services, cross-selling, and providing excellent customer service while processing transactions.
The culture emphasizes doing the right thing for customers and colleagues, driving positive customer experiences, risk management, consultative sales, and building relationships while meeting production goals.
Strong candidates will complete the 4-8 week onboarding program with certification, demonstrate consultative sales skills, build customer profiles, cross-sell products, and achieve sales goals while providing professional customer service.
Provides banking, loans, and wealth management services
Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.