Preferred Relationship Manager

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

Acquire, grow, and retain Preferred Program and mass affluent bank customers through consultative retail sales and ongoing customer/prospect outreach. You’ll perform needs-based assessments, build trusted-advisor relationships, and partner with financial center teams and investment professionals to increase referrals and meet investment sales goals. The role also focuses on risk accountability and ensuring a positive customer experience while maintaining product knowledge and staying current on industry and economic conditions.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Acquire, grow, and retain Preferred Program and mass affluent bank customers through consultative retail sales and ongoing customer/prospect outreach. You’ll perform needs-based assessments, build trusted-advisor relationships, and partner with financial center teams and investment professionals to increase referrals and meet investment sales goals. The role also focuses on risk accountability and ensuring a positive customer experience while maintaining product knowledge and staying current on industry and economic conditions.
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, fulfill customer needs, and remove roadblocks to achieve goals.
  • •Build deep customer relationships using consultative sales and service to earn trusted-advisor status.
  • •Maintain sales and service support through participation in financial center huddles and provide guidance on the referral/sales process for Preferred customers.
  • •Maintain comprehensive knowledge of the bank’s products and services, staying up to date and requesting development support as needed.
  • •Initiate and maintain customer/prospect contact through interactions, telemarketing, and seminars/community events while meeting investment sales and referral goals with Investment Executive.
Travel: Low travel

Key Requirements

  • •College degree or an 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.
  • •Series SIE, 6, and 63 and insurance licenses required; for external hires, obtain Series 65 within 90 calendar days of hire with a maximum of two attempts.
  • •Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial servicesSales
Education:Bachelor's
Skills:Consultative sellingRelationship buildingCommunicationProfessionalism
Licenses:Series SIESeries 6Series 63Insurance licensesSeries 65SAFE Act registration
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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