Preferred Team Manager

Fifth Third Bank • Carmel, IN

15h • Onsite

About The Position

The Preferred Team Manager leads consistent execution of retail, securities, and insurance products and services. The role collaborates with Retail and Brokerage leadership to guide sales performance and education for licensed bankers, and is responsible for compliance with applicable regulations and Bancorp policies and procedures within an assigned territory. The manager is accountable for identifying, assessing, managing, monitoring, and reporting risk while supporting positive customer and colleague experiences.

The position coaches Preferred Relationship Managers/Advisors and provides sales management direction, performance expectations, training, and education to Retail Licensed Bankers within Fifth Third Securities. It oversees relevant team documentation and reporting, builds collaborative relationships with Retail leadership and business partners, supports licensing and onboarding, maintains knowledge of investment products distributed through the Retail channel, and performs supervisory duties for licensed bankers in the assigned territory.

The position is based in Carmel, Indiana. Travel is required. It is part of the Series 24 principal management matrix and directly supervises Preferred Relationship Managers/Advisors.

Requirements

• College degree or equivalent experience.
• Required Series SIE, 7, 66, and 24 licenses, and insurance licenses.
• At least 7 years of experience in a sales environment and the financial industry.
• In-depth knowledge of Retail and Brokerage policies and procedures.
• Strong verbal and written communication skills.
• Excellent presentation skills and strong PC skills.
• Ability to work collaboratively in a team and interact positively with subordinates, peers, and upper management.
• Excellent organizational skills, ability to multitask, and flexibility.
• SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to travel.
• Series 24 principal supervisory responsibility for licensed bankers in an assigned territory; direct supervision of Preferred Relationship Managers/Advisors.

Responsibilities

• Coach assigned Preferred Relationship Managers/Advisors using consultative sales skills and appropriate tools to help teams identify customer and prospect financial needs and recommend suitable solutions.
• Provide sales management direction to Retail Licensed Bankers within Fifth Third Securities, including strategy reviews, best practices, training, coaching, and production expectations.
• Review household reports, financial center profit-and-loss reports, financial needs assessments, credit queues, dashboards, and other relevant documentation and reporting.
• Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners to assess customer financial needs holistically.
• Facilitate educational updates and requirements for Licensed Bankers through seminars, conference calls, team meetings, and classroom or virtual offerings.
• Manage the licensing process for licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.
• Participate in new licensed banker onboarding, including orientation and completion of required coursework.
• Maintain knowledge of investment products distributed throughout the Retail channel.
• Perform Fifth Third Securities supervisory duties within the assigned territory.
• Provide timely, candid, and constructive performance feedback; develop employees, offer career-growth opportunities, support succession planning, and recognize and reward employee accomplishments.
• Adhere to regulatory requirements and Bancorp policies, procedures, and compliance expectations; identify, assess, manage, monitor, and report risks.
• Pass consultative selling skills certification and complete ongoing educational requirements.

Benefits

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

What This Job Offers

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