Preferred Relationship Manager

Fifth Third Bancorp
Los Angeles, Santa Monica
Workplace: OnsiteFull timeUSD 54,400 - 111,500 annuallyFunction: Customer Success & Account ManagementSkills: ["Relationship building","Consultative selling","Communication","Risk management","Customer focus"]

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through proactive outreach, needs-based consultative sales, and ongoing service. Build trusted-advisor relationships, explain complex financial concepts clearly, and partner with financial center teams and internal sales partners to increase referrals. Meet or exceed investment sales and referral goals in collaboration with an Investment Executive, while managing risk and following policies to deliver an exceptional 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

Job Summary

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through proactive outreach, needs-based consultative sales, and ongoing service. Build trusted-advisor relationships, explain complex financial concepts clearly, and partner with financial center teams and internal sales partners to increase referrals. Meet or exceed investment sales and referral goals in collaboration with an Investment Executive, while managing risk and following policies to deliver an exceptional customer experience.
Location: Los Angeles, Santa Monica
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 improve customer experience.
  • •Build deep customer relationships and serve as a trusted advisor using consultative sales and service processes.
  • •Provide guidance to the Financial Center team on referral and sales processes for Preferred customers.
  • •Maintain working knowledge of the bank’s products and services and seek development support as needed.
  • •Initiate and maintain customer/prospect contact via in-center interactions, telemarketing, and seminars/community events while meeting investment sales and referral goals.
Travel: Low travel

Pay and Benefits

Salary: USD 54,400 - 111,500 annually

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; for external hires, 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 services
Skills:Relationship buildingConsultative sellingCommunicationRisk managementCustomer focus
Licenses:Series SIESeries 6Series 63Insurance licensesSeries 65SAFE Act (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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