Preferred Relationship Manager

Fifth Third Bank • Loveland, OH

10d • Onsite

About The Position

A sales role responsible for acquiring, growing, and retaining bank customers, with a focus on Preferred Program customers and mass affluent prospects. The manager proactively contacts and serves customers, assesses the needs of prospective and existing clients, and works with partners to address their financial needs. The role uses Fifth Third’s Retail Consultative Sales process and prescribed tools, collaborates with the financial center team on referrals, and works with internal sales partners to develop needs-based solutions. It also focuses on retaining and growing current and next-generation wealth.

The position is accountable for managing risk by exchanging ideas, raising concerns, and following policies and procedures. It is expected to support positive customer experiences and achieve results while operating within the Bank’s risk appetite.

The role may serve one or more financial centers and requires some local travel. It is based in a normal office environment and involves extended viewing of computer screens, with occasional local and overnight travel as required. The position is located in Loveland, Ohio 45140. Compensation includes a base salary determined by factors such as skills, experience, education, and location, plus eligibility for incentive compensation. Fifth Third describes its benefits programs as supporting employees’ and families’ physical, financial, emotional, and social well-being; specific benefits are not listed in the posting.

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, 63, and insurance licenses are required.
• External hires must 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 in a role involving public contact.
• 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.

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 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 and support sales and motivational activities; guide the Financial Center team on referrals and sales, especially for Preferred customers.
• Maintain current working knowledge of the full range of products and services, keep knowledge up to date, and request further development assistance when needed.
• 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 current on business industry and economic activity to anticipate customer needs and proactively provide solutions for current and future financial needs.
• Manage risk by openly exchanging ideas and opinions, raising concerns, and following policies and procedures.

Benefits

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

What This Job Offers

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