FTIS Relationship Manager

Fifth Third Bank • Cincinnati, OH

21d • Onsite

About The Position

The Fifth Third Institutional Services (FTIS) Relationship Manager is the primary contact for a large portfolio 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 FTIS retirement plan services, investment management solutions, and trust and custody solutions.

The Relationship Manager builds consultative relationships with senior client decision-makers, maintains engagement and service standards, identifies client needs and sales opportunities, and coordinates with internal teams to support clients and implement products and services. The role also manages client documentation, pricing, profitability, billing, reviews, and compliance-related requirements. It carries responsibility for managing risk, following bank policies and procedures, and supporting a positive customer and colleague experience.

This position is based in a normal office environment in Cincinnati, Ohio. Occasional travel to client meetings may be required, including overnight or long-distance travel. Extended viewing of an LCD screen is part of the working conditions. The position has no supervisory responsibilities.

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 is preferred.

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.
• Maintain client engagement through feedback and work toward agreed client goals.
• Develop in-depth knowledge of FTIS products and services to expand existing relationships through cross-sales.
• Advocate FTIS's mission, value propositions, and differentiators.
• 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 progress in the CRM pipeline.
• Assist Institutional Sales Officers with new business development, including prospect meetings and sales presentations.
• Build internal relationships across bank teams and leadership to support the One Bank strategy and consultative sales of the bank's 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 new client relationships.
• Coordinate with the client service team to meet compliance and documentation requirements under fiduciary policies and other bank procedures, including requirements for new business, asset acceptance, and discretionary actions.
• Ensure timely and accurate annual administrative file reviews in collaboration 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 the Client Engagement Model Guidelines, and document interactions promptly in the CRM system.
• Review, approve, and monitor fee invoices to ensure accurate billing and timely client payment.
• Work with Middle Office Representatives to identify opportunities to improve client satisfaction, profitability, and operational efficiency.
• Work closely 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, create business opportunities, and promote the bank's image.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

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

What This Job Offers

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