Preferred Relationship Manager

Make banking a Fifth Third better®

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General Function
A sales position responsible for the acquisition, growth, and retention of bank customers, with a 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 assessments of both prospective and existing client bases, 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 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, ensuring that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, consistently identifies, assesses, manages, monitors, and reports risks of all types.

Essential Duties & Responsibilities

Execute retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, and remove roadblocks to achieve goals.

Build deep relationships with customers to earn status as a 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, providing 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 set by management, working in partnership with the Investment Executive.

Initiate and maintain customer and prospect contact through a variety of methods, including customer interaction in the financial center, telemarketing, and leading or participating in seminars and community events.

Keep current on activity within the business industry and economic environment to anticipate customer needs and proactively provide 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 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.

Demonstrated ability to build and maintain a revenue‑producing book of business, utilizing internal and external sources of customers in the mass affluent segment.

Ability to present a professional image when interacting with the public.

May work with one or more FCs, requiring some local traveling.

Requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Working Conditions

Normal office environment.

Requires extended viewing of computer screens.

Occasional local and overnight travel as required.

Preferred Relationship Manager
Total Base Pay Range 54,400.00 - 111,500.00 USD Annual.

At Fifth Third, we recognize our employees for the roles they play in improving the lives of our customers, communities, and each other. Our total rewards include comprehensive benefits and differentiated compensation offerings to help each employee 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 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 at https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Location
Watsonville, California 95076

Equal Employment Opportunity Statement
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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