Preferred Relationship Manager
About The Position
A sales position responsible for acquiring, growing, and retaining bank customers, with a particular focus on Preferred Program customers and mass affluent prospects. The role proactively contacts and serves 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 Fifth Third’s Retail Consultative Sales process and prescribed tools, partnering with the financial center team and internal sales partners to increase referrals and provide needs-based solutions. The position works with customers to retain and grow current and next-generation wealth. The role is accountable for managing risk within the Bank’s risk appetite by exchanging ideas and opinions, elevating concerns, and following policies and procedures. It is expected to support positive customer and colleague experiences and to identify, assess, manage, monitor, and report risks. The position may work with one or more financial centers, requiring some local travel. It is based in a normal office environment and includes extended viewing of computer screens and occasional local and overnight travel as required. The role has no supervisory responsibilities. The position is located in Houston, Texas 77080.
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.
- Series SIE, 6, and 63 licenses, and insurance licenses are required.
- For external hires, obtain the Series 65 within 90 calendar days of hire, with a maximum of 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 when interacting with the public.
- SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
- Ability to travel locally as the role may support one or more financial centers; occasional local and overnight travel may be required.
Responsibilities
- Execute retail strategies and tactics to grow Preferred Program households, fulfill customer needs, provide an excellent customer experience, and remove roadblocks to achieving goals.
- Build deep customer relationships and become a trusted advisor by using the consultative sales and service process.
- 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, particularly for Preferred customers.
- Maintain a well-developed working knowledge of the full range of products and services, stay current, and request assistance for further development as needed.
- Meet or exceed investment sales and referral goals set by management in partnership with the Investment Executive.
- Initiate and maintain customer and prospect contact through financial center interactions, telemarketing, seminars, and community events.
- Stay current on business-industry activity and the economic environment to anticipate customer needs and proactively provide solutions for present and future financial needs.
- Identify, assess, manage, monitor, and report risks; follow Bank policies and procedures and elevate concerns.
Benefits
- Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
- Eligibility to participate in an incentive compensation plan, with payments based on company, line-of-business, and/or individual performance.
