Trusted Advisor: Preferred Relationship Manager

Fifth Third Bank; Los Angeles (CA); On-site; USD 54,000 - 112,000; Full time

Job summary

Fifth Third Bank in Los Angeles, CA is seeking a Relationship Manager to acquire, grow, and retain bank customers, with emphasis on Preferred Program and mass affluent clients. You will consult, educate, and collaborate with partners to provide tailored financial solutions while maintaining risk controls and a customer-first mindset.

You will drive revenue growth through strong relationship management, effective communication of complex products, and active participation in referrals and

Qualifications

• College degree or equivalent combination of education and experience.
• Sales experience in financial industry preferred.
• Must pass consultative selling certification and ongoing training.
• Series SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.
• Proven ability to grow revenue-producing book of business in mass affluent segment.
• Professional image required for public contact.
• Role may involve local travel; SAFE Act registration via NMLS.

Responsibilities

• Execute on retail strategies to increase the Preferred Program households and meet goals.
• Build deep relationships with customers as trusted advisor.
• Demonstrate ability to simplify and communicate financial concepts.
• Support the Financial Center team in referrals and selling processes.
• Maintain knowledge of the complete line of products and services.
• Meet or exceed investment sales and referral goals with Investment Executive.
• Initiate and maintain customer/prospect contact via various channels.

Skills

Sales experience in financial industry

Consultative selling

Professional image

Risk awareness and policy adherence

Revenue growth mindset

Customer relationship building

Education

College degree or equivalent

Job description

Fifth Third Bank in Los Angeles, CA is seeking a Relationship Manager to acquire, grow, and retain bank customers, with emphasis on Preferred Program and mass affluent clients. You will consult, educate, and collaborate with partners to provide tailored financial solutions while maintaining risk controls and a customer-first mindset.

You will drive revenue growth through strong relationship management, effective communication of complex products, and active participation in referrals and