Preferred Relationship Manager

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Build relationships","Trusted-advisor mindset","Communicate clearly","Risk awareness","Customer focus"]

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative sales and ongoing customer service. Conduct needs-based assessments, leverage retail consultative sales tools, and partner with the financial center team to increase referrals. Build trusted-advisor relationships, explain complex financial concepts clearly, meet investment sales and referral goals, and keep risk and compliance expectations top of mind while supporting customer wealth across generations.

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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

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative sales and ongoing customer service. Conduct needs-based assessments, leverage retail consultative sales tools, and partner with the financial center team to increase referrals. Build trusted-advisor relationships, explain complex financial concepts clearly, meet investment sales and referral goals, and keep risk and compliance expectations top of mind while supporting customer wealth across generations.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies and tactics to grow Preferred Program households and deliver an excellent customer experience.
  • •Build deep customer relationships by leveraging consultative sales and service processes to serve as a trusted advisor.
  • •Simplify and communicate complex financial concepts to help customers make informed decisions.
  • •Participate in financial center huddles and meetings and guide Financial Center team referral/sales processes focused on Preferred customers.
  • •Meet or exceed investment sales and referral goals in partnership with an Investment Executive.
Travel: Low travel

Key Requirements

  • •College degree (or equivalent combination of education and experience).
  • •Experience in a sales environment, including experience in the financial industry.
  • •Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
  • •Maintain required securities and insurance licensing: Series SIE, Series 6, and Series 63; Series 65 must be obtained within 90 calendar days for external hires.
  • •Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial services
Education:Bachelor's
Skills:Build relationshipsTrusted-advisor mindsetCommunicate clearlyRisk awarenessCustomer focus
Licenses:Series SIESeries 6Series 63Series 65Insurance licenses
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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