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. Responsibilities Execute on retail strategies and tactics to increase 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 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, 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 customer interaction in the financial center, telemarketing, and leading and/or participating in 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 provide new solutions for current and future financial needs. SUPERVISORY RESPONSIBILITIES: None. Qualifications College degree or equivalent combination of education and experience required. Experience in a sales environment and in the 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. Demonstrated ability to build and maintain a revenue‑producing book of business, utilizing internal and external sources of customers, in the mass affluent segment. May work with one or more FCs, requiring some local travel. Requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extending viewing of computer screens. Occasional local and overnight travel as required. Benefits Base salary reflective of the pay grade across the U.S. Eligible for incentive compensation plan. Comprehensive benefits programs designed to support physical, financial, emotional, and social well‑being. Location Plano, Texas 75023 Equal Employment Opportunity 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. #J-18808-Ljbffr Fifth Third