Preferred Relationship Manager

Fifth Third Bank • Norton Shores, MI

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 in the sale and service of bank products, assesses the needs of prospective and existing clients, and engages internal partners to meet clients’ financial needs. The manager uses the Retail Consultative Sales process and prescribed tools, partners with the financial center team on referrals, and works with internal sales partners to create referral opportunities and provide needs-based solutions. The position focuses on retaining and growing current and next-generation wealth.

The role is accountable for managing risk by exchanging ideas and concerns, following bank policies and procedures, and identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite. It is also expected to support positive customer and colleague experiences and do what is right for customers and colleagues.

The position may work with one or more financial centers, requiring some local travel. The work takes place in a normal office environment and involves extended viewing of computer screens, as well as occasional local and overnight travel as required. The position requires SAFE Act registration through the Nationwide Mortgage Licensing System at the time of employment.

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 6, Series 63, and insurance licenses required.
• 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 in a role involving public contact.
• SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Responsibilities

• Execute retail strategies and tactics to increase Preferred Program households, fulfill customer needs, provide excellent customer experiences, and remove roadblocks to achieving goals.
• Build deep customer relationships and earn trusted-advisor status through consultative sales and service.
• 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 on referral and sales processes, particularly for Preferred customers.
• Maintain a well-developed working knowledge of the bank’s products and services, keep knowledge current, and request further development assistance when needed.
• Meet or exceed brokerage 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 and economic activity to anticipate customer needs and proactively offer solutions for current and future financial needs.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Incentive compensation plan eligibility, with payments based on company, line-of-business, and/or individual performance.

What This Job Offers

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