Preferred Relationship Manager
Fifth Third Bank
Naples, FL (In Person)
Full-Time
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
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. Provides the ability to discuss and trade limited investment products. 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
NoneMINIMUM 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 source 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"). Preferred Relationship Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. 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
- Naples, Florida 34104 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes
- no matter how they are submitted
- will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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. Provides the ability to discuss and trade limited investment products. 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
NoneMINIMUM 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 source 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"). Preferred Relationship Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. 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
- Naples, Florida 34104 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes
- no matter how they are submitted
- will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Similar remote jobs
NewGen Strategies & Solutions
Lakewood, CA
Posted1 day ago
Updated11 hours ago
Media.Monks
Los Angeles, CA
Posted1 day ago
Updated11 hours ago
Similar jobs in Naples, FL
Vi Living
Naples, FL
Posted1 day ago
Updated11 hours ago
Jackson Therapy Partners
Naples, FL
Posted1 day ago
Updated11 hours ago
Similar jobs in Florida
Marky's Caviar d/b/a Optimus Inc.
Miami, FL
Posted1 day ago
Updated11 hours ago
Leeds Professional Resources
Miami, FL
Posted1 day ago
Updated11 hours ago
Allivet Pet Pharmacy - Miami Lakes, FL
Miami Lakes, FL
Posted1 day ago
Updated11 hours ago
Jacobs
The Villages, FL
Posted1 day ago
Updated11 hours ago
Elite Mold Services
Orlando, FL
Posted1 day ago
Updated11 hours ago