Preferred Relationship Manager

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

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing clients for retail bank products. Conduct needs-based assessments, apply the Retail Consultative Sales process, and partner with financial center teams and internal sales partners to drive referrals. Build trusted-advisor relationships, explain complex financial concepts, meet investment sales and referral goals, and help ensure compliant, risk-aware customer service.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Preferred Relationship Manager

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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 clients for retail bank products. Conduct needs-based assessments, apply the Retail Consultative Sales process, and partner with financial center teams and internal sales partners to drive referrals. Build trusted-advisor relationships, explain complex financial concepts, meet investment sales and referral goals, and help ensure compliant, risk-aware customer service.
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 provide an excellent customer experience.
  • •Build deep, trusted-advisor relationships with customers using consultative sales and service.
  • •Meet or exceed investment sales and referral goals in partnership with an Investment Executive.
  • •Initiate and maintain customer and prospect contact through in-center interactions, telemarketing, and seminars/community events.
  • •Maintain product knowledge of bank products and support referral/sales processes with the Financial Center team.
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.
  • •Have demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
  • •Series SIE, 6, 63 and insurance licenses required; Series 65 must be obtained within 90 calendar days of hire (max two attempts) and SAFE Act registration through NMLS required at time of employment.
Experience:Financial services
Education:Bachelor's
Skills:Relationship buildingConsultative sellingRisk awarenessCustomer experience focusCommunication
Licenses:SIESeries 6Series 63Insurance licenseSeries 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
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