Preferred Relationship Manager

Fifth Third Bank; Mansfield (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fifth Third Bank is seeking a results-driven Relationship Manager to drive acquisition, growth, and retention of bank customers, with a focus on Preferred Program clients and mass affluent prospects. You will engage internal partners to fulfill client financial needs and deliver solutions that align with risk considerations and policy guidance.

The role emphasizes building trusted relationships, communicating complex concepts simply, and collaborating with multiple financial centers to expand

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; experience in the financial industry.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• Series SIE, 6, 63 and insurance licenses required; Series 65 must be obtained within 90 days of hire with up to two attempts.
• 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.
• This role requires contact with the public, presenting a professional image.
• Role may work with one or more financial centers and involve some local travel.
• SAFE Act registration at time of employment through NMLS.

Responsibilities

• Execute retail strategies to increase Preferred Program households and deliver exceptional customer experience.
• Build deep relationships with customers and serve as trusted advisor using consultative sales and service processes.
• Explain complex financial concepts in a simple, clear manner.
• Support sales activities through financial center huddles and referrals, focusing on Preferred customers.
• Maintain up-to-date knowledge of all products and services offered and request development as needed.
• Meet or exceed investment sales and referral goals in collaboration with Investment Executive.
• Proactively contact customers and prospects via multiple channels and participate in seminars and events.
• Stay informed about industry and economic trends to anticipate customer needs and offer new solutions.

Skills

Consultative selling

Relationship building

Sales process

Communication

Education

Bachelor's degree or equivalent

Job description

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? 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 for risk management, policy compliance, and ensuring that actions and behaviors drive a positive customer experience while operating within the Bank’s risk appetite.

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 participating in financial center huddles and meetings to support 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 the 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.
• Keep current on activity within the business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively provide new solutions for current and future financial needs.

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 the 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 that 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.
• Extended viewing of computer screens.
• Occasional local and overnight travel as required.

Preferred Relationship Manager

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. 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. 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. 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 or by consulting with your talent acquisition partner.

Location

Arlington, Texas 76015

Recruitment Note

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.

EEO Statement

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.