Preferred Relationship Manager
About the role
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Responsibilities
- Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
- Build deep relationships with customers to earn status as a trusted advisor by leveraging our consultative sales and service process.
- Demonstrate ability to simplify and communicate complex financial concepts.
- Maintain the sales and service environment by actively participating in financial center huddles and meetings to support the sales and motivational activities.
- Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
- Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
Requirements
College degree or equivalent combination of education and experience required.
Experience in a sales environment; experience in financial industry
Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
Position involves contact with the public, necessitating the ability to present a professional image.
This role may work with one or more FCs, which will require some local travelling.
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
Qualifications
Minimum Knowledge, Skills And Abilities Required:
- College degree or equivalent combination of education and experience required.
- Experience in a sales environment; experience in financial industry
- Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
- Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
- Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
Skills
Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
Benefits
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html.
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Schedule
Normal office environment.