Preferred Relationship Manager

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Consultative selling","Risk awareness","Professional communication","Customer service"]

Acquire, grow, and retain bank customers by serving Preferred Program and mass affluent prospects through consultative sales and needs-based assessments. Build trusted-advisor relationships, provide referral support with the financial center team, and communicate complex financial concepts clearly. Meet investment sales and referral goals in partnership with an Investment Executive, proactively engage customers and prospects via in-center outreach, telemarketing, and community events, and support a positive, risk-aware customer experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
11 hours 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 bank customers by serving Preferred Program and mass affluent prospects through consultative sales and needs-based assessments. Build trusted-advisor relationships, provide referral support with the financial center team, and communicate complex financial concepts clearly. Meet investment sales and referral goals in partnership with an Investment Executive, proactively engage customers and prospects via in-center outreach, telemarketing, and community events, and support a positive, risk-aware customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Execute retail strategies and tactics to increase Preferred Program households and remove roadblocks to achieve goals.
  • •Build deep customer relationships and serve as a trusted advisor using consultative sales and service processes.
  • •Simplify and communicate complex financial concepts to customers.
  • •Participate in financial center huddles and meetings, and guide the Financial Center team in referral/sales processes for Preferred customers.
  • •Initiate and maintain contact with customers and prospects via in-center interactions, telemarketing, and seminars/community events; meet investment sales and referral goals with an Investment Executive.
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; 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.
Experience:Financial industryConsumer bankingMass affluent
Education:Bachelor's in College degree
Skills:Relationship buildingConsultative sellingRisk awarenessProfessional communicationCustomer service
Licenses:Series SIESeries 6Series 63Insurance licensesSeries 65SAFE 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