Relationship Manager

Preferred Relationship Manager

General function: A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on 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 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.

• Execute on retail strategies and tactics to increase Preferred Program households, fulfill customer needs, and provide an excellent customer experience.
• Build deep relationships with customers to earn status as trusted advisor by leveraging consultative sales and service processes.
• 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, and keep information up-to-date.
• Consistently meet or exceed investment sales and referral goals set by management, working in partnership with the Investment Executive.
• Initiate and maintain customer and prospect contact through various methods, including customer interaction in the financial center, telemarketing, seminars, and community events.
• Keep current on activity within the business industry and economic environment to anticipate customer needs and propose new solutions.

• College degree or equivalent combination of education and experience.
• Experience in a sales environment and in the financial industry.
• Consultative selling skills certification and ongoing educational requirements completed.
• Series SIE, 6, 63, and insurance licenses required. External hires must obtain Series 65 within 90 calendar days of hire, with a maximum of two attempts.
• Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
• Ability to present a professional image; local traveling may be required.
• Factory Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Normal office environment with extended computer screen use; occasional local and overnight travel as required.

Avon, Ohio 44011

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to support physical, financial, emotional, and social well-being. Base salary reflects the pay grade levels and is complemented by incentive compensation based on performance. For more information, please visit our benefits page.

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.