Home
/
Comprehensive
/
Preferred Relationship Manager
Preferred Relationship Manager-February 2024
Boca Raton
Feb 11, 2026
About Preferred Relationship Manager

  Make banking a Fifth Third better®

  We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

  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.

  #LI-JS1

  Preferred Relationship Manager

  LOCATION -- Boca Raton, Florida 33434

  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.

  Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

  Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Radiology Technologist
At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpati
GN - Graduate Nurse - Pediatrics
Job Summary Geisinger is proud to offer an Inpatient RN a hiring incentive up to $18,500 for eligible candidates! $37.04 minimum hiring rate with increased rates for experienced individuals and up to
Retail Merchandiser
Job Posting CROSSMARK is seeking a fun, energetic part-time Merchandiser who enjoys staying active in a fast-paced environment. You would be responsible for engaging and captivating consumers by time
Marketing Coordinator - Partner Engagement
About NCR VOYIX NCR VOYIX Corporation (NYSE: VYX) is a leading global provider of digital commerce solutions for the retail, restaurant and banking industries. NCR VOYIX is headquartered in Atlanta,
DevOps Analyst - System Analyst II - Night Shift
Job Description Building off our Cloud momentum, Oracle has formed a new organization - Health Data Intelligence Platform. This team will focus on product development and product strategy for Oracle
Shopper Development Manager- Coles HC
No Relocation Assistance Offered # 157731 - Melbourne, Victoria, Australia Who We Are Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all p
General Labor
General Laborer PeopleReady of Saint Peters, MO is now hiring General Laborers! As a General Laborer, you will do a variety of work in different industries.   Apply today and you could
SAP Basis Administrator
Job Title: SAP Basis Administrator Job Description Concentrix Catalyst is the experience design and engineering team of Concentrix, a leading global solutions company that reimagines everything CX th
Imaging Associate
It's more than a career, it's a calling MO-SSM Health DePaul Hospital - St. Louis Worker Type: Regular Job Highlights: At SSM Health, we are committed to providing exceptional healthcare services to
Director 3 - Facilities Operations
Unit Description Let your passion for people be the driver of your success at Sodexo. Through your leadership, your team will make a real impact every day. Sodexo is seeking our Director of Facilitie
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved