FTIS Senior Relationship Manager - Escrow

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Presentation","Problem-solving","Analytical thinking","Relationship management"]

Serve as the primary point of contact for a portfolio of institutional clients, driving client satisfaction, retention, and revenue growth through consultative cross-sells and product upgrades. Use deep knowledge of Fifth Third Institutional Services (retirement plan services, investment management, trust and custody) to consult on industry and client trends, manage client engagement and documentation in CRM, and partner across internal teams to support compliant, profitable client outcomes.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

FTIS Senior Relationship Manager - Escrow

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the primary point of contact for a portfolio of institutional clients, driving client satisfaction, retention, and revenue growth through consultative cross-sells and product upgrades. Use deep knowledge of Fifth Third Institutional Services (retirement plan services, investment management, trust and custody) to consult on industry and client trends, manage client engagement and documentation in CRM, and partner across internal teams to support compliant, profitable client outcomes.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Cultivate consultative relationships with C-suite and senior decision-makers for assigned institutional clients.
  • •Drive and maintain client engagement using client feedback, and expand relationships through cross-sales using the Consultative Selling Process.
  • •Analyze financial services industry and client-specific trends to consult with clients and achieve annual sales goals, documenting progress in CRM.
  • •Manage client documentation, pricing, profitability, and fee structures in line with approved schedules and guidelines.
  • •Partner with internal teams to ensure compliance and proper documentation for new business, asset acceptances, discretionary actions, billing review/approvals, and annual administrative file reviews.
Travel: Low travel

Key Requirements

  • •Bachelor’s degree; major in Finance, Accounting, Economics, or Business Administration preferred.
  • •8 years’ work experience in Institutional Services or related Financial Services areas.
  • •Strong interpersonal, written and verbal communication skills, including presentation skills in client and sales situations.
  • •Effective problem solving and analytical skills with strong relationship management and collaboration.
  • •Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to document interactions in a CRM system.
Experience:Financial services
Education:Bachelor's in Finance, Accounting, Economics, or Business Administration (preferred)
Skills:CommunicationPresentationProblem-solvingAnalytical thinkingRelationship management
Tech Stack:CRMMicrosoft OfficeWordExcelPowerPoint

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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Glassdoor: 3.7
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