Preferred Relationship Manager

Acquire, grow, and retain Preferred Program and mass affluent customers through proactive sales and service. Conduct needs-based assessments, deliver consultative recommendations, and earn trusted-advisor status using Fifth Third’s retail consultative sales process. Partner with Financial Center teams and Investment Executives to drive investment sales and referral goals, maintain a strong product/service knowledge base, and support customer retention and next-generation wealth growth while managing risk appropriately.