Preferred Relationship Manager

Fifth Third; Los Angeles, Northern (CA, KY); Hybrid; USD 54,000 - 112,000; Full time

Benefits offered by this job

Incentive compensation plan

Job summary

Fifth Third Bank in Los Angeles seeks a sales-focused professional to acquire, grow, and retain bank customers, with emphasis on Preferred Program and mass affluent prospects. You will interact with clients, assess needs, and collaborate with partners to deliver financial solutions.

The role emphasizes risk-aware, compliant service and ongoing referral activities. Requirements include a college degree, sales experience in finance, and needed licenses (SIE, Series 6/63, 65 within 90 days for

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; financial industry experience preferred.
• Must have Series SIE, 6, 63 and insurance licenses; Series 65 within 90 days for external hires.

Responsibilities

• Execute retail strategies to increase Preferred Program households and fulfill customer needs.
• Build deep customer relationships as a trusted advisor via consultative sales and service process.
• Explain complex financial concepts clearly to clients and prospects.
• Support sales and motivation activities in financial center meetings.

Skills

Consultative selling

Sales

Relationship building

Customer service

Communication

Education

College degree

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION

A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & 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 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 participate 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.
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
• 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.

SUPERVISORY RESPONSIBILITIES

None

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. 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\").

WORKING CONDITIONS

Normal office environment. Extending viewing of computer screens. Occasional local and overnight travel as required.

Base Salary and Compensation

Total Base Pay Range 54,400.00 - 111,500.00 USD Annual

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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Location

Los Angeles, California 90067

Equal Employment Opportunities

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.

Additional Information

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.

Company Overview

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.