Relationship Manager

Fifth Third Bank

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

Posted 10/9/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative selling and relationship management within the financial industry, focusing on customer acquisition and retention. Proficient in assessing client needs and providing tailored financial solutions while maintaining compliance with industry regulations.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63, and Insurance LicensesExperience in Financial IndustryAbility to Build and Maintain a Revenue-Producing Book of BusinessSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs-Based AssessmentRetail Consultative Sales ProcessInvestment SalesRisk ManagementFinancial Product Knowledge

Soft Skills

Customer Relationship ManagementProfessional Image PresentationCommunication of Complex Financial Concepts

Tools & Technologies

Financial Center ToolsTelemarketing SystemsSeminar Coordination

Certifications & Qualifications

Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseInsurance LicensesSeries 65 License (to be obtained within 90 days)

Industry Keywords

Mass Affluent SegmentPreferred ProgramFinancial CenterRevenue-Producing Book of BusinessEconomic Environment

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 in the sales and service of bank products
Conduct needs-based assessments of prospective and existing clients
Engage internal partners to fulfill client financial needs and increase referral opportunities
Use and promote the Retail Consultative Sales process and prescribed tools
Support financial center referral and sales activity
Retain and grow current and next-generation wealth
Execute retail strategies and tactics to increase Preferred Program households and fulfill customer needs
Build deep customer relationships and serve as a trusted advisor
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings and provide guidance to the Financial Center team
Maintain current knowledge of products, services, business activity and the economic environment
Meet or exceed investment sales and referral goals in partnership with the Investment Executive
Initiate and maintain customer and prospect contact through financial-center interaction, telemarketing, seminars and community events
Identify and proactively provide solutions for current and future financial needs
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 work with one or more financial centers, requiring some local travel
SAFE Act registration required at employment through NMLS
Ability to work in a normal office environment with extended computer-screen viewing
Occasional local and overnight travel as required

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