Relationship Manager

Fifth Third Bank

. Acquire, grow and retain bank customers, focusing on Preferred Program customers and mass affluent prospects .

Posted 9/18/2026full-timeNorthville • Michigan • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and customer relationship management within the financial industry, focusing on the mass affluent segment. Proficient in risk management, financial product knowledge, and achieving sales goals through effective communication and collaboration.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63 LicensesSeries 65 LicenseFinancial Industry ExperienceRevenue-Producing Book of Business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs-Based AssessmentFinancial SolutionsInvestment SalesRisk ManagementCustomer Wealth Management

Soft Skills

Relationship BuildingProfessional ImageCommunication Skills

Tools & Technologies

Retail Consultative Sales Process

Certifications & Qualifications

Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseSeries 65 LicenseInsurance LicenseSAFE Act Registration

Industry Keywords

Bank ProductsMass Affluent SegmentFinancial CenterTelemarketingCommunity Events

About the role

Key responsibilities & impact

Acquire, grow and retain bank customers, focusing on Preferred Program customers and mass affluent prospects
Proactively contact and service customers regarding bank products
Conduct needs-based assessments of prospective and existing clients
Engage internal partners to fulfill client financial needs and increase referrals
Use and promote the Retail Consultative Sales process and prescribed tools
Build trusted-advisor relationships through consultative sales and service
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings
Guide the Financial Center team in referral and sales processes, especially for Preferred customers
Maintain current knowledge of the bank’s products and services
Meet or exceed investment sales and referral goals in partnership with the Investment Executive
Contact customers and prospects through financial-center interactions, telemarketing, seminars and community events
Monitor business and economic activity to anticipate customer needs and provide financial solutions
Manage customer wealth across current and next generations
Identify, assess, manage, monitor and report risks while following bank policies and procedures

Requirements

What you’ll need

College degree or equivalent combination of education and experience required
Experience in a sales environment
Experience in the financial industry
Pass consultative selling skills certification and complete ongoing educational requirements
Series SIE, 6, 63 and insurance licenses required
Series 65 must be obtained within 90 calendar days of hire for external hires, with a maximum of two attempts
Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment
Ability to present a professional image when interacting with the public
Ability to travel locally between one or more financial centers
SAFE Act registration at the time of employment through NMLS

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Incentive compensation plan based on company, line of business and/or individual performance
Differentiated compensation offerings
Employee recognition through Total Rewards