Preferred Relationship Manager

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

Acquire, grow, and retain Preferred Program and mass-affluent customers through proactive sales and consultative needs assessments. Build trusted-advisor relationships, explain and discuss complex financial concepts, and work with financial center teams and internal partners to increase referrals and deliver needs-based solutions. Meet or exceed investment sales and referral goals, promote limited investment solutions, and actively manage risk while following policies and procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Preferred Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

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

Job Summary

Acquire, grow, and retain Preferred Program and mass-affluent customers through proactive sales and consultative needs assessments. Build trusted-advisor relationships, explain and discuss complex financial concepts, and work with financial center teams and internal partners to increase referrals and deliver needs-based solutions. Meet or exceed investment sales and referral goals, promote limited investment solutions, and actively manage risk while following policies and procedures.
Location: Newport
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Execute retail strategies and tactics to increase Preferred Program households, fulfill customer needs, and provide an excellent customer experience.
  • •Build deep customer relationships and demonstrate consultative sales and service to earn trusted-advisor status.
  • •Meet or exceed investment sales and referral goals in partnership with an Investment Executive.
  • •Initiate and maintain prospect and customer contact via financial center interactions, telemarketing, and seminars/community events.
  • •Operate with accountable risk management by identifying, assessing, managing, monitoring, and reporting risks while following policies and procedures.
Travel: Low travel

Key Requirements

  • •College degree or equivalent combination of education and experience required.
  • •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 for external hires (max two attempts).
  • •Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial servicesBankingWealth managementMass affluentConsultative sales
Education:Bachelor's
Skills:Consultative sellingRisk managementCustomer focusCommunicationRelationship building
Licenses:Series SIESeries 6Series 63Insurance licensesSeries 65
Certifications:Consultative selling skills certificationSAFE Act registration

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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor