Preferred Relationship Manager

Fifth Third Bank

Sales position at Fifth Third Bank responsible for acquiring and managing relationships with Preferred Program clients. Focused on providing consultative sales experience to mass affluent prospects.

Posted 6/30/2026full-timeOak Lawn • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $54,400 - $111,500 per yearWebsite

About the role

Key responsibilities & impact

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 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 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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

comprehensive benefits
differentiated compensation offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial Product KnowledgeSales Strategy ExecutionCustomer Relationship ManagementReferral/Sales Process GuidanceBrokerage Sales Goal Achievement

Soft Skills

Communication of Complex ConceptsProfessional Image PresentationCustomer Experience FocusRelationship BuildingTeam Collaboration

Certifications

Consultative Selling Skills CertificationSeries 65 License (to be obtained)