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Fifth Third Bank · 5 hours ago

Preferred Relationship Manager

Noblesville, IN

Full-time

Onsite

Mid Level

Fifth Third Bank is seeking a Preferred Relationship Manager responsible for acquiring, growing, and retaining bank customers, particularly within the Preferred Program. The role involves proactive customer service, consultative sales, and collaboration with internal teams to meet client financial needs.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

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

Qualification

Consultative selling skillsFinancial industry experienceSeries SIE63 licensesCustomer relationship managementProfessional image presentation

Required

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 sources 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")

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

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Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Founded in 1858