FTIS Relationship Manager

Fifth Third Bank • Detroit, MI

21d • Onsite

About The Position

The Fifth Third Institutional Services (FTIS) Relationship Manager is the primary contact for a large volume of assigned National and Regional institutional clients. The role is accountable for client satisfaction, retention, and revenue growth through cross-sales and product upgrades, and requires knowledge of Fifth Third Institutional products and services, including retirement plan services, investment management solutions, and trust and custody solutions.

The Relationship Manager develops consultative relationships with client decision-makers, manages client engagement and service reviews, identifies cross-selling opportunities, supports new business development, and coordinates the implementation and ongoing administration of client relationships. The role works closely with internal sales, client service, investment, and banking teams to support clients and advance Fifth Third’s One Bank strategy. The position also carries responsibility for managing risk in accordance with bank policies and procedures.

The role is based in a normal office environment, with extended LCD-screen viewing and occasional travel to client meetings, potentially including overnight or long-distance travel. No supervisory responsibilities are assigned.

Requirements

• Bachelor’s degree or equivalent work experience.
• Five years of work experience in Institutional Services or related financial-services areas.
• Strong interpersonal, written, and verbal communication skills.
• Solid presentation skills.
• Problem-solving and analytical skills.
• Solid relationship-management and collaboration skills.
• Proficiency with Microsoft Office software, including Word, Excel, and PowerPoint.

Nice To Haves

• A major in Finance, Accounting, Economics, or Business Administration.

Responsibilities

• Develop close consultative relationships with C-suite and senior management decision-makers at assigned institutional clients.
• Follow the defined service and engagement model and document client interactions promptly in the CRM system.
• Drive and maintain client engagement using customer feedback to achieve desired goals.
• Develop in-depth knowledge of FTIS products and services to expand existing relationships through cross-sales.
• Advocate for Fifth Third Institutional Services’ mission, value propositions, and points of differentiation.
• Analyze financial-services industry and client-specific trends to advise clients.
• Develop and close cross-sell opportunities using the Consultative Selling Process, meet assigned annual sales goals, and document pipeline progress in CRM.
• Assist Institutional Sales Officers with business development by participating in prospect meetings and sales presentations.
• Build internal relationships across banking and wealth-management teams to support Fifth Third’s One Bank strategy and consultative sales of its financial products and services.
• Manage client documentation, pricing, profitability, and fee structures in accordance with approved schedules and guidelines.
• Facilitate implementation of new products and services and establish new client relationships.
• Coordinate with the client service team to ensure compliance and documentation requirements are met under fiduciary policies and procedures and other bank guidelines.
• Ensure timely and accurate annual administrative file reviews with the client service team.
• Retain clients by working with the client service team to deliver high service and client standards.
• Schedule, prepare, and facilitate client service and investment reviews in accordance with Client Engagement Model Guidelines, and document interactions promptly in CRM.
• Review, approve, and monitor fee invoices for accurate billing and timely client payment.
• Work with Middle Office Representatives to identify ways to improve client satisfaction, profitability, and operational efficiency.
• Work with Client Service Managers and other FTIS personnel to support clients holistically.
• Represent Fifth Third Bank in civic, government, community, charitable, banking, and professional groups and associations to develop contacts and business opportunities and promote the Bank’s image.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures and operating within the Bank’s risk appetite.

Benefits

• Comprehensive benefits programs designed to support employees’ and their families’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payment based on company, line-of-business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level