Preferred Relationship Manager

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Trusted-advisor relationship building","Consultative selling","Risk awareness","Professional communication","Customer-focused service"]

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting clients and prospects, conducting needs-based assessments, and delivering consultative retail sales and service. Build deep trusted-advisor relationships, communicate complex financial concepts clearly, meet or exceed investment sales and referral goals, and partner with investment and financial center teams to drive referrals and remove roadblocks. Manage risk by following policies and reporting concerns to support a positive customer experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Preferred Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 4 days ago

Job Summary

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting clients and prospects, conducting needs-based assessments, and delivering consultative retail sales and service. Build deep trusted-advisor relationships, communicate complex financial concepts clearly, meet or exceed investment sales and referral goals, and partner with investment and financial center teams to drive referrals and remove roadblocks. Manage risk by following policies and reporting concerns to support a positive customer experience.
Location: Michigan
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies to increase Preferred Program households, fulfill customer needs, and deliver an excellent customer experience.
  • •Build deep relationships using the consultative sales and service process to earn trusted-advisor status.
  • •Meet or exceed investment sales and referral goals in partnership with Investment Executive.
  • •Initiate and maintain customer and prospect contact via financial center interaction, telemarketing, and seminars/community events.
  • •Maintain product/service knowledge and support the financial center team with referral guidance focused on Preferred customers.
Travel: Low travel

Key Requirements

  • •College degree or equivalent combination of education and experience.
  • •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; Series 65 must be obtained within 90 calendar days of hire (max two attempts).
  • •Build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial servicesMass affluent
Education:Bachelor's
Skills:Trusted-advisor relationship buildingConsultative sellingRisk awarenessProfessional communicationCustomer-focused service
Licenses:Series SIESeries 6Series 63Series 65Insurance licensesSAFE Act registration (NMLS)
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