Relationship Manager

Fifth Third Bank

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

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

Core Competencies

Role fit

Core Competencies

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

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63, and Insurance LicensesExperience in Financial IndustryAbility to Build 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 Solutions Development

Soft Skills

Relationship BuildingCommunication of Complex Financial ConceptsProfessional Image Presentation

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)SAFE Act Registration

Industry Keywords

Mass Affluent SegmentPreferred Program CustomersFinancial Center OperationsRevenue GenerationCustomer Retention Strategies

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 referral opportunities
Use and promote the Retail Consultative Sales process and prescribed tools
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 establish trusted-advisor status
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings and guide the Financial Center team in referral and sales processes
Maintain current knowledge of the complete line of 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 new financial solutions
Identify, assess, manage, monitor, and report risks in accordance with the Bank's risk appetite

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 the time of employment through NMLS
Ability to work in a normal office environment with extended computer-screen viewing
Ability to travel occasionally locally and overnight 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