Preferred Relationship Manager

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,
using the prescribed tools and partnering 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. Work closely with customers to retain and
grow current and next generation wealth. Responsible and accountable for risk by openly
exchanging ideas and opinions, elevating concerns, and personally following policies and
procedures as defined. Accountable for always doing the right thing for customers and
colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently
identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties & 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.

SUPERVISORY RESPONSIBILITIES: None

Minimum Knowledge, Skills And Abilities 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").

Working Conditions

Normal office environment.

Extending viewing of computer screens.

Occasional local and overnight travel as required.

Preferred Relationship Manager (Benefits)
Our Total Rewards include comprehensive benefits and differentiated compensation
offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all
roles within this pay grade across the U.S. Individual salaries within this range will
vary based on factors such as role, relevant skillset, relevant experience, education
and geographic location. In addition to the base salary, this role is eligible to
participate in an incentive compensation plan, with any such payment based upon
company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our
employees and their families, encompassing physical, financial, emotional and social
well-being. You can learn more about those programs on our 53.com Careers page at:
https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with
your talent acquisition partner.

LOCATION -- Sugar Land, Texas 77478

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.

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