Preferred Relationship Manager

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Relationship building","Consultative selling","Risk awareness","Communication","Goal orientation"]

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing them with needs-based assessments and consultative retail sales. Build trusted advisor relationships, communicate complex financial concepts, and support referral activity with the financial center team. Meet and exceed investment sales and referral goals in partnership with Investment Executive, while following policies, monitoring risk, and staying current on industry and economic trends.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Preferred Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing them with needs-based assessments and consultative retail sales. Build trusted advisor relationships, communicate complex financial concepts, and support referral activity with the financial center team. Meet and exceed investment sales and referral goals in partnership with Investment Executive, while following policies, monitoring risk, and staying current on industry and economic trends.
Location: Michigan
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies and tactics to grow Preferred Program households while delivering an excellent customer experience.
  • •Build deep customer relationships using consultative sales and service to act as a trusted advisor.
  • •Maintain product and service knowledge and guide the financial center team in referral and sales processes for Preferred customers.
  • •Meet or exceed investment sales and referral goals in partnership with Investment Executive.
  • •Initiate and maintain customer/prospect contact via in-center interactions, telemarketing, seminars, and community events while staying current on business and economic conditions.
Travel: Low travel

Key Requirements

  • •College degree or equivalent combination of education and experience required.
  • •Experience in a sales environment and 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; for external hires, Series 65 must be obtained within 90 calendar days of hire (max two attempts).
  • •Have demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Skills:Relationship buildingConsultative sellingRisk awarenessCommunicationGoal orientation
Licenses:Series SIESeries 6Series 63Series 65Insurance licensesSAFE Act registration
Certifications:Consultative selling skills certification

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor