FTIS Relationship Manager

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Presentation","Problem-solving","Analytical thinking","Relationship management"]

Serve as the primary contact for assigned National and Regional institutional clients, driving client satisfaction, retention, and revenue growth through cross-sales and product upgrades. Build consultative relationships with C-suite and senior decision-makers, document engagement in the CRM, and analyze industry/client trends to advise on FTIS retirement, investment management, and trust/custody solutions. Coordinate with internal teams to support compliance, reviews, billing, and ongoing client engagement.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

FTIS Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Serve as the primary contact for assigned National and Regional institutional clients, driving client satisfaction, retention, and revenue growth through cross-sales and product upgrades. Build consultative relationships with C-suite and senior decision-makers, document engagement in the CRM, and analyze industry/client trends to advise on FTIS retirement, investment management, and trust/custody solutions. Coordinate with internal teams to support compliance, reviews, billing, and ongoing client engagement.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop consultative relationships with C-suite and senior decision-makers across assigned institutional clients, driving engagement and retention.
  • •Maintain and document client interactions in the CRM, aligning to defined service and engagement model requirements.
  • •Develop in-depth knowledge of FTIS products and services to expand relationships through cross-sales and product upgrades, closing opportunities to meet annual goals.
  • •Assist internal stakeholders with new business development, participate in prospect meetings and sales presentations, and facilitate implementation of new products/services and client relationships.
  • •Coordinate with client service and middle office teams to manage documentation, compliance requirements, fee invoicing, administrative file reviews, and ongoing client service and investment reviews.
Travel: Low travel

Key Requirements

  • •Five years’ work experience in Institutional Services or related Financial Services areas.
  • •Bachelor's degree (or equivalent work experience); major in Finance, Accounting, Economics, or Business Administration preferred.
  • •Strong interpersonal, written, and verbal communication skills, with solid presentation ability.
  • •Problem-solving and analytical skills with solid relationship management and collaboration experience.
  • •Proficiency with Microsoft Office (Word, Excel, PowerPoint) and experience documenting interactions in a CRM system.
Experience:Financial services
Education:Bachelor's in Finance, Accounting, Economics, or Business Administration
Skills:CommunicationPresentationProblem-solvingAnalytical thinkingRelationship management
Tech Stack:CRMMicrosoft OfficeWordExcelPowerPoint

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
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