Preferred Relationship Manager - Dunwoody, GA

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 and partner 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, retaining and growing current and next generation wealth. Responsible and accountable for risk by openly exchanging ideas and supporting policies and procedures as defined.

• Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, and provide an excellent customer experience while removing roadblocks to achieve goals.
• Build deep relationships with customers to earn status as a trusted advisor by leveraging the 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 team in the referral/sales process with a focus on Preferred customers.
• Maintain a well‑developed working knowledge of the full line of products and services offered, keeping up to date and requesting assistance for further development needs.
• 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 a variety of methods, including customer interaction in the financial center, telemarketing, and leading/participating in seminars and community events.
• Keep current on industry activity and economic environment to anticipate customer needs and proactively provide new solutions for current and future financial requirements.

• College degree or equivalent combination of education and experience.
• Experience in a sales environment within the financial industry.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
• Series SIE, 6, 63 and insurance licenses required; external hires must obtain Series 65 within 90 calendar days of hire.
• Demonstrated ability to build and maintain a revenue‑producing book of business in the mass affluent segment.
• Ability to present a professional image when contacting the public.
• May require local travel with one or more FCs.
• Requires SAFE Act registration via the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

• Normal office environment.
• Extensive computer screen time.
• Occasional local and overnight travel as required.

At Fifth Third, we recognize the importance of celebrating our employees’ contributions. Our Total Rewards include comprehensive benefits and differentiated compensation to enable each employee to perform at their best.

The base salary for this position reflects the broad range within this pay grade across the U.S. Individual salaries will vary based on role, skill set, experience, education, and geography. In addition to base salary, this role is eligible for an incentive compensation plan based on company, line of business, and/or individual performance.

Our extensive benefits program supports the physical, financial, emotional, and social well‑being of employees and their families. Learn more at Benefits Page.

LOCATION – Dunwoody, Georgia 30338

Fifth Third Bank, National Association is proud to maintain 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.