Preferred Relationship Manager

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

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through proactive consultative sales and service. Conduct needs-based assessments, communicate complex financial concepts, and build trusted-advisor relationships. Partner with internal financial center teams and Investment Executive to increase referrals and meet investment sales goals, while maintaining a strong risk and compliance mindset. Maintain product knowledge and support community and seminar-based outreach.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through proactive consultative sales and service. Conduct needs-based assessments, communicate complex financial concepts, and build trusted-advisor relationships. Partner with internal financial center teams and Investment Executive to increase referrals and meet investment sales goals, while maintaining a strong risk and compliance mindset. Maintain product knowledge and support community and seminar-based outreach.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies to increase Preferred Program households and fulfill customer needs while providing excellent customer experience.
  • •Build deep customer relationships and act as a trusted advisor using the consultative sales and service process.
  • •Participate in financial center huddles and meetings and guide the Financial Center team in the referral/sales process focused on Preferred customers.
  • •Maintain up-to-date knowledge of the full line of products and services and request development support as needed.
  • •Meet or exceed investment sales and referral goals in partnership with Investment Executive, using multiple outreach methods including telemarketing and seminars/community events.
Travel: Low travel

Key Requirements

  • •College degree or an 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.
  • •Ability to build and maintain a revenue-producing book of business in the mass affluent segment and present a professional image to the public.
Experience:Financial servicesBankingConsumer bankingMass affluent
Skills:Relationship buildingConsultative sellingCommunicationRisk awarenessCustomer focus
Licenses:Series SIESeries 6Series 63Insurance licensesSeries 65 (required within 90 days for external hires)
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
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