Preferred Relationship Manager - Greenville, SC

Fifth Third Bank • Augusta, SC

1d • Onsite

About The Position

A sales position responsible for acquiring, growing, and retaining bank customers, with a focus on Preferred Program customers and mass affluent prospects. The role proactively contacts and services customers, assesses the needs of prospective and existing clients, and partners with colleagues to meet their financial needs. It uses the Retail Consultative Sales process and prescribed tools, and works with financial center teams and internal sales partners to generate referrals and provide needs-based solutions. The position also helps customers retain and grow current and next-generation wealth while managing risk and supporting a positive customer experience.

The Preferred Relationship Manager executes retail strategies to increase Preferred Program households, fulfill customer needs, and deliver excellent service. The role builds trusted-advisor relationships, explains complex financial concepts clearly, supports financial center sales activities, and guides team members in referral and sales processes. It maintains knowledge of the bank’s products and services, meets investment sales and referral goals in partnership with an Investment Executive, and develops customer and prospect relationships through financial center interactions, telemarketing, seminars, and community events. The role may work with one or more financial centers and requires some local travel, with occasional overnight travel as required. The work is performed in a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree or an 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.
• 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) at the time of employment.
• Ability to travel locally; occasional overnight travel may be required.

Responsibilities

• Acquire, grow, and retain bank customers, focusing on Preferred Program customers and mass affluent prospects.
• Proactively contact and service customers and assess the needs of prospective and existing clients.
• Engage financial center colleagues and internal sales partners to provide needs-based solutions and increase referral opportunities.
• Execute retail strategies and tactics to grow Preferred Program households, fulfill customer needs, and provide an excellent customer experience.
• Build deep customer relationships and earn trusted-advisor status 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.
• Guide the Financial Center team in referral and sales processes, with a focus on Preferred customers.
• Maintain working knowledge of the full line of products and services and seek assistance for further development when 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 and economic conditions to anticipate customer needs and proactively provide solutions for current and future financial needs.
• Follow policies and procedures, raise concerns, and identify, assess, manage, monitor, and report risks.
• Support a positive customer experience and do what is right for customers and colleagues.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• 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