Preferred Relationship Manager - Lexington, KY

Preferred Relationship Manager – Lexington, KY

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.
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 participating 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 the 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.
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 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.
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 a professional image.
May work with one or more FCs, requiring some local travel.
Position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
Working Conditions

Normal office environment. Occasional local and overnight travel as required.
Location

Georgetown, Kentucky 40324
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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