Relationship Manager

Fifth Third Bank

. Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service .

Posted 10/28/2026full-timeCoppell • 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 customer relationship management within the financial industry, with a strong focus on acquiring and retaining mass affluent clients. Holds necessary financial licenses and certifications to effectively advise clients on banking products and services.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63, 65 LicensesExperience in Financial IndustryAbility to Build Revenue-Producing Book of BusinessCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs-Based AssessmentRetail Consultative Sales ProcessFinancial Product KnowledgeRisk ManagementTelemarketingCommunity EngagementSales Strategy ExecutionCustomer ServiceFinancial AnalysisWealth Management

Soft Skills

Professional Image PresentationCommunication of Complex ConceptsRelationship BuildingProactive Problem SolvingTeam Collaboration

Certifications & Qualifications

SAFE Act RegistrationInsurance Licenses

Industry Keywords

BankingMass Affluent SegmentFinancial ServicesCustomer RetentionRevenue GenerationFinancial Center OperationsSales EnvironmentClient EngagementReferral OpportunitiesEconomic Activity Monitoring

About the role

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service
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 clients’ financial needs and increase referral opportunities
Utilize and promote the Retail Consultative Sales process and prescribed tools
Help customers retain and grow current and next-generation wealth
Execute Retail and Fifth Third Securities strategies to increase Preferred Banking initiatives
Build deep customer relationships and become a trusted advisor
Simplify and communicate complex financial concepts
Participate in financial-center huddles and meetings and provide guidance on referral and sales processes
Maintain current knowledge of the complete range of products and services
Initiate and maintain customer and prospect contact through financial-center interactions, telemarketing, seminars, and community events
Monitor business and economic activity to anticipate customer needs and proactively provide solutions
Manage risk in accordance with bank policies and procedures
Travel locally between one or more financial centers and occasionally overnight
No supervisory responsibilities

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 for external hires
Series 65 must be obtained within 90 calendar days of hire, with a maximum of two attempts within the 90-calendar-day period
Series SIE, 6, 63, 65, and insurance licenses required for internal hires
Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment
Ability to present a professional image when contacting the public
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel locally between financial centers and occasionally overnight
Ability to work in a normal office environment with extended computer-screen viewing

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards