Preferred Relationship Manager

Fifth Third Bank • Kennesaw, GA

13d • 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 Preferred Relationship Manager proactively contacts and serves customers, assesses the needs of prospective and existing clients, and engages partners to address financial needs. The role uses the Retail Consultative Sales process and prescribed tools, partnering with the financial center team and internal sales partners to generate referrals and provide needs-based solutions. It also focuses on retaining and growing customers’ current and next-generation wealth.

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

This position requires SAFE Act registration through the Nationwide Mortgage Licensing System at the time of employment. External hires must obtain the Series 65 within 90 calendar days of hire, with a maximum of two attempts during that period. The position is located in Kennesaw, Georgia.

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, Series 6, Series 63, and insurance licenses required.
• External hires must obtain 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 required at the time of employment.

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 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 referral and sales processes, particularly for Preferred customers.
• Maintain a well-developed working knowledge of the bank’s products and services, stay current, and request assistance for further development needs.
• Meet or exceed investment sales and referral goals set by management, in partnership with the Investment Executive.
• Initiate and maintain contact with customers and prospects through financial center interactions, telemarketing, seminars, and community events.
• Stay informed about business and economic conditions to anticipate customer needs and proactively provide solutions for current and future financial needs.
• Identify, assess, manage, monitor, and report risks while following policies and procedures.

Benefits

• Comprehensive benefits supporting employees and their families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.
• Eligibility 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