Preferred Relationship Manager

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

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing clients with a needs-based, consultative retail sales approach. Build trusted-advisor relationships, simplify and communicate complex financial concepts, and partner with investment and financial center teams to increase referrals. Meet brokerage sales and referral goals, conduct outreach through calls and community seminars, and help manage customer and enterprise risk within the bank’s risk appetite.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing clients with a needs-based, consultative retail sales approach. Build trusted-advisor relationships, simplify and communicate complex financial concepts, and partner with investment and financial center teams to increase referrals. Meet brokerage sales and referral goals, conduct outreach through calls and community seminars, and help manage customer and enterprise risk within the bank’s risk appetite.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies and tactics to increase Preferred Program households and improve customer experience.
  • •Build deep customer relationships using consultative sales and service to earn trusted-advisor status.
  • •Provide guidance to Financial Center teams on referral and sales processes focused on Preferred customers.
  • •Maintain knowledge of the bank’s product and service line, staying current and seeking development support when needed.
  • •Meet or exceed brokerage sales and referral goals while initiating and maintaining customer/prospect contact and community outreach activities.
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.
  • •Series 6 and Series 63, plus insurance licenses required; Series 65 must be obtained within 90 calendar days of hire (max two attempts).
  • •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
Skills:Consultative sellingRelationship buildingRisk awarenessCommunicationProfessional presentation
Licenses:Series 6Series 63Series 65Insurance licensesSAFE Act registration (NMLS)

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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