Full-Time

Preferred Relationship Manager

Posted on 11/21/2024

Fifth Third Bank

Fifth Third Bank

10,001+ employees

Offers diverse banking and financial services

Fintech
Financial Services

Junior, Mid

Fairfield, OH, USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Requirements
  • College degree or equivalent combination of education and experience required.
  • Experience in a sales environment; experience in 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 the 90-calendar day period.
  • Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external source 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").
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.
  • Provides the ability to discuss and trade limited investment products.
  • 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.

Fifth Third Bank provides a variety of financial services to individual consumers, small businesses, and commercial clients. Its offerings include personal banking products like checking and savings accounts, mortgages, personal loans, and insurance options. For businesses, the bank offers services such as business accounts, commercial loans, and treasury management. Fifth Third Bank's revenue comes from interest on loans, fees for account services, and commissions from insurance and wealth management services. The bank aims to help clients achieve their financial goals through comprehensive financial planning and retirement services.

Company Stage

IPO

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1858

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of digital treasury solutions boosts Fifth Third Bank's service offerings.
  • Biometric and 'Just Walk Out' tech offer new security features for Fifth Third Bank.
  • Tokenization trends present innovative opportunities for Fifth Third Bank's financial products.

What critics are saying

  • CFPB lawsuit over unauthorized accounts could damage Fifth Third Bank's reputation.
  • Digital shift requires significant tech investment, posing financial challenges for Fifth Third Bank.
  • Biometric payment systems may disrupt traditional services, requiring innovation from Fifth Third Bank.

What makes Fifth Third Bank unique

  • Fifth Third Bank offers a comprehensive range of personal and business banking services.
  • The bank provides specialized services like down payment assistance and escrow education.
  • Fifth Third Bank integrates wealth management with traditional banking for holistic financial solutions.

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