Preferred Relationship Manager

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

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers by proactively contacting and servicing clients with needs-based assessments. Use the Retail Consultative Sales process and partner with the financial center team to generate referrals and deliver solutions aligned to clients’ wealth goals. Own risk management responsibilities, build trusted-advisor relationships, support sales activities through huddles and seminars, and meet investment sales and referral targets in collaboration with an Investment Executive.

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Fifth Third Bancorp
Fifth Third Bancorp
12 hours ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers by proactively contacting and servicing clients with needs-based assessments. Use the Retail Consultative Sales process and partner with the financial center team to generate referrals and deliver solutions aligned to clients’ wealth goals. Own risk management responsibilities, build trusted-advisor relationships, support sales activities through huddles and seminars, and meet investment sales and referral targets in collaboration with an Investment Executive.
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 fulfill customer needs with an excellent customer experience.
  • •Build deep, trusted-advisor relationships using consultative sales and service to retain and grow wealth.
  • •Simplify and communicate complex financial concepts to customers.
  • •Participate in financial center huddles and meetings, guiding referral/sales processes for Preferred customers.
  • •Meet or exceed investment sales and referral goals, initiating and maintaining customer/prospect contact via center interactions, telemarketing, and seminars/community events.
Travel: Low travel

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; 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 servicesMass affluentConsumer banking
Education:Bachelor's
Skills:Relationship buildingConsultative sellingRisk awarenessCustomer focusCommunication
Licenses: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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Glassdoor: 3.7
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