Preferred Relationship Manager

Fifth Third Bancorp
San Diego
Workplace: OnsiteFull timeUSD 54,400 - 111,500 annuallyFunction: Customer Success & Account ManagementSkills: ["Consultative selling","Relationship building","Risk awareness","Communication","Goal achievement"]

Own the acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative sales and ongoing service. Build trusted-advisor relationships, conduct needs-based assessments, and leverage Retail Consultative Sales tools to generate referrals with the financial center team and internal partners. Meet investment sales and referral goals with an Investment Executive while communicating complex financial concepts and proactively identifying customer needs.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Preferred Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Own the acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative sales and ongoing service. Build trusted-advisor relationships, conduct needs-based assessments, and leverage Retail Consultative Sales tools to generate referrals with the financial center team and internal partners. Meet investment sales and referral goals with an Investment Executive while communicating complex financial concepts and proactively identifying customer needs.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute retail strategies and tactics to grow Preferred Program households, fulfill customer needs, and improve customer experience.
  • •Build deep customer relationships to serve as a trusted advisor using consultative sales and service.
  • •Simplify and communicate complex financial concepts to prospects and existing clients.
  • •Participate in financial center huddles/meetings and guide the Financial Center team in the referral/sales process for Preferred customers.
  • •Initiate and maintain customer and prospect contact via in-center interactions, telemarketing, and seminars/community events; meet or exceed investment sales and referral goals with an Investment Executive.
Travel: Low travel

Pay and Benefits

Salary: USD 54,400 - 111,500 annually

Key Requirements

  • •College degree or equivalent combination of education and experience required.
  • •Experience in a sales environment and 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 (max two attempts).
  • •Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
Experience:Financial industryMass affluentConsultative sales
Skills:Consultative sellingRelationship buildingRisk awarenessCommunicationGoal achievement
Licenses:SIESeries 6Series 63Insurance licensesSeries 65SAFE Act (NMLS)
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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