Trusted Relationship Manager – Mass Affluent Growth

Fifth Third Bank; Town of West Bloomfield (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Fifth Third Bank in West Bloomfield, MI seeks a Preferred Relationship Manager Associate to acquire, grow, and retain bank customers within the Preferred Program and mass affluent segment. You will conduct needs-based assessments, service clients, and collaborate with partners to deliver tailored financial solutions, while upholding risk controls and adhering to policies.

The role emphasizes consultative selling, relationship development, and proactive engagement through multiple channels, with

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.
• 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.

Job description

Fifth Third Bank in West Bloomfield, MI seeks a Preferred Relationship Manager Associate to acquire, grow, and retain bank customers within the Preferred Program and mass affluent segment. You will conduct needs-based assessments, service clients, and collaborate with partners to deliver tailored financial solutions, while upholding risk controls and adhering to policies.

The role emphasizes consultative selling, relationship development, and proactive engagement through multiple channels, with