Preferred Relationship Manager

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

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative retail sales. Conduct needs-based assessments, build trusted-advisor relationships, and engage partners and internal financial center teams for referrals. Maintain product knowledge, meet investment sales and referral goals, and lead or participate in seminars and community events. Operate within risk appetite by identifying, assessing, and managing risks while delivering an excellent customer experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Preferred Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative retail sales. Conduct needs-based assessments, build trusted-advisor relationships, and engage partners and internal financial center teams for referrals. Maintain product knowledge, meet investment sales and referral goals, and lead or participate in seminars and community events. Operate within risk appetite by identifying, assessing, and managing risks while delivering an excellent customer experience.
Location: Detroit
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies to increase Preferred Program households, fulfill customer needs, and remove roadblocks to achieve goals.
  • •Build deep customer relationships and act as a trusted advisor using consultative sales and service processes.
  • •Support and guide referral and sales efforts with the Financial Center team and participate in huddles and meetings.
  • •Maintain current product and service knowledge and meet or exceed investment sales and referral goals in partnership with an Investment Executive.
  • •Initiate and maintain prospect and customer contact via in-center interactions, telemarketing, and seminars/community events; provide proactive solutions for current and future needs.
Travel: Low travel

Key Requirements

  • •College degree or an equivalent combination of education and experience.
  • •Experience in a sales environment and in the financial industry.
  • •Pass consultative selling skills certification and complete ongoing education requirements.
  • •Series SIE, 6, 63 and insurance licenses required; Series 65 must be obtained within 90 days (max two attempts).
  • •Ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial services
Education:Bachelor's
Skills:Consultative sellingRelationship buildingCommunicationRisk awarenessCustomer focus
Licenses:SIESeries 6Series 63Insurance licensesSeries 65

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