Preferred Relationship Manager
About The Position
Selected candidates are intended to become Preferred Relationship Managers after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a certification to demonstrate the skills needed for the Preferred job family. This sales role is 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, conducts needs-based assessments, and works with partners to meet clients’ financial needs. The role uses Fifth Third’s Retail Consultative Sales process and prescribed tools, supports referrals with the financial center team, and works with internal sales partners to provide needs-based solutions and grow and retain customers’ wealth across generations. The role is accountable for managing risk by raising concerns, following policies and procedures, and identifying, assessing, monitoring, and reporting risks within the Bank’s risk appetite. It is also accountable for doing what is right for customers and colleagues and supporting a positive customer experience. The position may support one or more financial centers and requires some local travel. The work takes place in a normal office environment and involves extended viewing of computer screens, with occasional local and overnight travel as required. The position requires SAFE Act registration through NMLS 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 education requirements.
- External hires must hold Series SIE, 6, and 63 licenses and insurance licenses.
- External hires must obtain Series 65 within 90 calendar days of hire, with no more than two attempts during that period.
- Internal hires must hold Series SIE, 6, 63, and 65 licenses and insurance licenses.
- Demonstrated ability to build and maintain a revenue-producing book of business through internal and external customer sources in the mass affluent segment.
- Ability to present a professional image in a role involving contact with the public.
- SAFE Act registration through NMLS is required at the time of employment.
Responsibilities
- Execute Retail and Fifth Third Securities strategies and tactics to advance Preferred Banking initiatives while providing an excellent customer experience and helping clients achieve financial 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, supporting sales and motivational activities and guiding the Financial Center team in referral and sales processes, especially for Preferred customers.
- Maintain working knowledge of the full range of products and services, stay current, and request additional development support as needed.
- Initiate and maintain customer and prospect contact 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 Bank policies and procedures.
Benefits
- Comprehensive benefits designed to support employees and their families’ physical, financial, emotional, and social well-being.
- Differentiated compensation offerings.
