Fifth Third Bank · 6 days ago
Preferred Relationship Manager Oak Lawn
Oak Lawn, IL
Full-time
Onsite
Mid Level
$54K/yr - $112K/yrFifth Third Bank is a financial institution seeking a Preferred Relationship Manager to enhance customer acquisition, growth, and retention. The role involves building relationships with mass affluent clients, conducting needs-based assessments, and collaborating with internal teams to provide tailored financial solutions.
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 brokerage 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
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 6, 63 and insurance licenses required
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 and differentiated compensation offerings
Incentive compensation plan
Extensive benefits programs designed to support the individual needs of our employees and their families
Company
Fifth Third Bank
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
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
B
Bryan Preston
Chief Financial Officer
Maria Holmes
VP, Senior Manager Corporate Sponsorship
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-16
Company data provided by crunchbase