Preferred Relationship Manager

3 days ago

Utica, United States Fifth Third Full time
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 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.
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.
  • 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.


Preferred Relationship Manager

LOCATIONUtica, Michigan 48316

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.

  • Financial Relationship Banker

    5 months ago

    Utica, United States Huntington National Bank Full time

    Description A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Your...

  • Senior Occupational Therapist

    4 days ago

    Utica, New York, United States Preferred Therapy Solutions Full time

    OverviewPreferred Therapy Solutions, a leading provider of rehabilitation services, is seeking an experienced Senior Occupational Therapist to join our team in Utica, NY. This opportunity offers a unique chance to make a meaningful impact on the lives of geriatric patients and residents in a sub-acute/skilled nursing rehab setting.CompensationThe estimated...

  • Speech Language Pathologist

    4 weeks ago

    Utica, United States Preferred Therapy Solutions Full time

    A Part-Time (24 hours) Speech Language Pathologist, (SLP,CCC), position is now available in our sub-acute/skilled nursing rehab department located in Utica, NY. $2500.00 sign-on bonus! Must have CCC's. Conveniently located near downtown Utica. The facility has an award winning rehabilitation team and an experienced rehab director who work well with his team...

  • Occupational Therapist

    1 month ago

    Utica, United States Preferred Therapy Solutions Full time

    A Per Diem Occupational Therapist , (OT/OTR), position is now available in our sub-acute/skilled nursing rehab department located in Utica, NY. Once hired as part of the PTS team, you may join as many of our other local PRN rosters as you wish. Facility is conveniently located near downtown Utica. The facility has an award-winning rehabilitation team and an...

  • Speech Language Pathologist

    3 weeks ago

    Utica, United States Preferred Therapy Solutions Full time

    $5000.00 Sign-on! A Full-Time (30 hours) Speech Language Pathologist, (SLP,CCC), position is now available in our sub-acute/skilled nursing rehab department located in Utica, NY. Must have CCC's. 5k sign-on bonus. Conveniently located near downtown Utica. The facility has an award winning rehabilitation team and an experienced rehab director who work well...

  • Renzi Territory Manager

    6 months ago

    Utica, United States US Foods Full time

    ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community of Food People! The primary purpose of this position is to develop and manage established as well as new customers, by selling food and non-food items to achieve sales and profitability goals. Primary areas of responsibilities are:...

  • Renzi Territory Manager

    6 months ago

    Utica, United States US Foods Full time

    ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE.Join Our Community of Food People!The primary purpose of this position is to develop and manage established as well as new customers, by selling food and non-food items to achieve sales and profitability goals. Primary areas of responsibilities are: •Primary...

  • Crew Manager

    3 weeks ago

    Utica, United States Hannaford Supermarkets Full time

    Address: USA-NY-Utica-1122 Mohawk Street Store Code: Store 08372 Grocery (7247980) Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market. Hannaford actively seeks out farmers and producers to join our Local program which celebrates not only local foods,...

  • Crew Manager

    2 weeks ago

    Utica, United States Hannaford Supermarkets Full time

    Address: USA-NY-Utica-1122 Mohawk Street Store Code: Store 08372 Grocery (7247980) Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market. Hannaford actively seeks out farmers and producers to join our Local program which celebrates not only local foods,...

  • Commercial Account Manager

    3 weeks ago

    Utica, United States JCW Full time

    JCW is currently recruiting on behalf of an established Insurance Brokerage Agency seeking an experienced Commercial Account Manager to join their team in the Utica-Rome area. Key Responsibilities:Client Relationship Management: Establish strong relationships with commercial clients, acting as their primary point of contact for service-related inquiries and...

  • Experienced Litigation and Management Leader

    1 week ago

    Utica, New York, United States New York State Civil Service Full time

    **Job Summary**The Office of the New York State Attorney General is seeking a highly skilled litigation expert to lead our Utica Regional Office as Assistant Attorney General-In-Charge. This role involves managing a team of attorneys and support staff, overseeing defensive and affirmative dockets, and making presentations at external community events.About...

  • Automotive Service Operations Manager

    6 days ago

    Utica, New York, United States O'Reilly Auto Parts Full time

    Compensation Pay Range: $15.00 - $21.00About O'Reilly Auto PartsWe're a leading auto parts retailer with a proven track record of growth and stability.Salary and BenefitsCompetitive wages, paid time off, stock purchase plan, 401k with employer contributions starting day one, medical, dental, and vision insurance with optional flexible spending account (FSA),...

  • Registered Nurse

    3 weeks ago

    Utica, United States Avera@Home Yankton Full time

    Join the RN Nursing team at Avera! Love Where You Work: Work at Avera where current employees rate their satisfaction at 94%. Join a team where the career opportunities are endless. Culture: Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward for you and our patients. Work where you matter. You...

  • Assistant Project Manager

    2 weeks ago

    Utica, United States Consigli Full time

    Vacancy NameAssistant Project Manager - UticaVacancy NoVN078Employment TypeFull-TimeVacancy LocationUtica, NYKey ResponsibilitiesAssistant Project ManagerConsigli Construction Co., Inc.Interested in an outstanding opportunity to become part of a team with a stellar reputation as a community engaged Employer of Choice?Established in 1905, Consigli has grown...

  • Senior Attorney: Lead Litigation Manager

    1 week ago

    Utica, New York, United States New York State Civil Service Full time

    Lead a team of experienced litigators and manage the day-to-day operations of the Utica Regional Office (RO), representing the state in various federal and state court litigation matters.About the RoleThe RO serves as the state's representative in a wide range of legal proceedings, handling consumer, charities, and social and economic justice cases. As the...

  • Senior Commercial Lines Business Development Manager

    1 week ago

    Utica, Michigan, United States Action Insurance Service Inc Full time

    Company OverviewAction Insurance Services Inc has been a leading provider of insurance and financial services for over 50 years. Our expertise includes Auto, Home, Business, Life & Health Insurance.Salary and BenefitsWe offer a competitive base salary, with opportunities for bonus based on performance. Additionally, we provide retirement employer matching,...

  • Healthcare Utilization Manager

    1 week ago

    Utica, New York, United States Ubiquity Full time

    Job OverviewUbiquity seeks a seasoned Nurse Liaison to join our team in shaping the future of healthcare. As a key player, you will be responsible for optimizing resource management and utilization review while providing exceptional patient care.This is an exciting opportunity for a Registered Nurse with at least 5 years of experience, preferably in a...

  • Avera@Home Yankton | Registered Nurse

    3 weeks ago

    utica, United States Avera@Home Yankton Full time

    Join the RN Nursing team at Avera! Love Where You Work:  Work at Avera where current employees rate their satisfaction at 94%. Join a team where the career opportunities are endless. Culture:  Be part of a multidisciplinary team built on teamwork, with compassion and the goal of Moving Health Forward for you and our patients. Work where you...

  • Avera@Home Yankton | Registered Nurse

    2 weeks ago

    utica, United States Avera@Home Yankton Full time

    Registered Nurse (RN) - Case Manager - Homecare at Avera@Home Yankton summary: As a Registered Nurse Case Manager at Avera, you will be responsible for coordinating patient care, developing care plans in collaboration with physicians, and providing education to interdisciplinary teams. The role focuses on delivering patient-centered care and achieving...

  • Avera@Home Yankton | Registered Nurse

    5 days ago

    utica, United States Avera@Home Yankton Full time

    Registered Nurse (RN) - Case Manager - Homecare at Avera@Home Yankton summary: The Registered Nurse (RN) - Case Manager at Avera provides patient-centered care through care planning, coordination of services, and interdisciplinary collaboration. This role emphasizes the delivery of excellent nursing care in homecare settings, while offering competitive...