Preferred Relationship Manager

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

Acquire, grow, and retain bank customers with a focus on Preferred Program households and mass affluent prospects. Proactively contact and serve customers, conduct needs-based assessments, and coordinate with partners and the financial center team to expand referral opportunities. Lead consultative sales and maintain deep, trusted-advisor relationships while meeting brokerage sales and referral goals. Ensure responsible risk management and contribute to a high-quality customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
2 weeks ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: first listed 2 weeks ago

Job Summary

Acquire, grow, and retain bank customers with a focus on Preferred Program households and mass affluent prospects. Proactively contact and serve customers, conduct needs-based assessments, and coordinate with partners and the financial center team to expand referral opportunities. Lead consultative sales and maintain deep, trusted-advisor relationships while meeting brokerage sales and referral goals. Ensure responsible risk management and contribute to a high-quality customer experience.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies and tactics to grow Preferred Program households, fulfill customer needs, and remove roadblocks to achieve goals.
  • •Build deep customer relationships and act as a trusted advisor using consultative sales and service.
  • •Maintain the sales and service environment by participating in financial center huddles/meetings and guiding the Financial Center team on Preferred referrals.
  • •Initiate and maintain customer and prospect contact via financial center interactions, telemarketing, seminars, and community events.
  • •Meet or exceed brokerage sales and referral goals in partnership with an Investment Executive, while staying current on industry and economic conditions to provide new solutions.
Travel: Low travel

Key Requirements

  • •College degree or an 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 education requirements as prescribed.
  • •Series 6, 63 and insurance licenses required; Series 65 must be obtained within 90 calendar days of hire (max two attempts).
  • •SAFE Act registration at time of employment through NMLS.
Education:Bachelor's
Skills:Consultative sellingRelationship buildingRisk managementCommunicationCustomer focus
Licenses:Series 6Series 63Series 65Insurance licenses
Certifications:Consultative selling skills certification
Languages:Spanish

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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