Preferred Relationship Manager

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Relationship-building","Consultative selling","Customer service","Risk awareness","Communication"]

Acquire, grow, and retain Preferred Program and mass-affluent customers through needs-based consultative sales and ongoing service. Build trusted-advisor relationships, clearly explain complex financial concepts, and partner with retail teams and investment leadership to drive referrals and meet investment sales goals. Proactively engage customers via financial center interactions, telemarketing, and seminars/community events, while operating within the bank’s risk appetite and following policies to ensure a positive customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Acquire, grow, and retain Preferred Program and mass-affluent customers through needs-based consultative sales and ongoing service. Build trusted-advisor relationships, clearly explain complex financial concepts, and partner with retail teams and investment leadership to drive referrals and meet investment sales goals. Proactively engage customers via financial center interactions, telemarketing, and seminars/community events, while operating within the bank’s risk appetite and following policies to ensure a positive customer experience.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies to grow Preferred Program households and provide an excellent customer experience.
  • •Conduct needs-based assessment and engage partners to fulfill clients’ financial needs.
  • •Maintain a consultative sales and service process, partnering with the financial center team for referrals.
  • •Meet or exceed investment sales and referral goals set by management with an Investment Executive.
  • •Initiate and maintain customer/prospect contact via in-center interactions, telemarketing, and seminars/community events.
Travel: Low travel

Key Requirements

  • •College degree or equivalent combination of education and experience.
  • •Experience in a sales environment and in the financial industry.
  • •Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
  • •Hold Series SIE, 6, 63 and insurance licenses; for external hires, obtain Series 65 within 90 calendar days (max two attempts).
  • •Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial industryMass affluentRetail banking
Skills:Relationship-buildingConsultative sellingCustomer serviceRisk awarenessCommunication
Licenses:SIESeries 6Series 63Insurance licensesSeries 65
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
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