Preferred Relationship Manager Associate

Fifth Third Bank • West Bloomfield, MI

22h • Onsite

About The Position

A sales position responsible for acquiring, growing, and retaining bank customers, with a specific focus on Preferred Program customers and mass affluent prospects. The role proactively contacts and services customers in the sale and service of bank products, assesses the needs of prospective and existing clients, and engages partners to meet clients’ financial needs. It uses the Retail Consultative Sales process and prescribed tools, partnering with the financial center team to generate referrals and with internal sales partners to provide needs-based solutions. The role works with customers to retain and grow current and next-generation wealth.

The position is accountable for managing risk, following bank policies and procedures, and supporting positive customer and colleague experiences. It may support one or more financial centers and requires some local travel. The work takes place in a normal office environment and includes extended viewing of computer screens and occasional local and overnight travel.

The role requires a college degree or equivalent combination of education and experience, sales experience, and financial-industry experience. Required securities licenses include SIE, Series 6, Series 63, and insurance licenses. External hires must obtain Series 65 within 90 calendar days of hire, with a maximum of two attempts during that period. SAFE Act registration through NMLS is required at the time of employment. The role also requires passing consultative selling skills certification and completing ongoing education requirements.

Requirements

• College degree or equivalent combination of education and experience.
• Experience in a sales environment and experience in the financial industry.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• SIE, Series 6, Series 63, and insurance licenses required.
• External hires must obtain Series 65 within 90 calendar days of hire, with no more than two attempts during that period.
• Demonstrated ability to build and maintain a revenue-producing book of business using internal and external customer sources in the mass affluent segment.
• Ability to present a professional image in a role involving contact with the public.
• SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to travel locally, as the role may work with one or more financial centers.

Responsibilities

• Execute retail strategies and tactics to increase Preferred Program households, fulfill customer needs, provide an excellent customer experience, and remove roadblocks to achieving goals.
• Build deep customer relationships and earn trusted-advisor status using consultative sales and service processes.
• Simplify and communicate complex financial concepts.
• Participate in financial center huddles and meetings to support sales and motivational activities, and guide the Financial Center team in referrals and sales with a focus on Preferred customers.
• Maintain current knowledge of the full line of products and services, and seek assistance for further development as needed.
• Meet or exceed investment sales and referral goals set by management, working in partnership with the Investment Executive.
• Initiate and maintain customer and prospect contact through financial center interactions, telemarketing, seminars, and community events.
• Monitor business-industry and economic activity to anticipate customer needs and proactively provide solutions for current and future financial needs.
• Follow policies and procedures, openly raise concerns, and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits designed to support employees and their families, including physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

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