Relationship Manager

Fifth Third Bank

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

Posted 9/17/2026full-timeRoseville • Michigan • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and relationship management within the financial industry, focusing on customer acquisition and retention in the mass affluent segment. Proficient in executing retail strategies, assessing client needs, and simplifying complex financial concepts to enhance customer engagement.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63, and Insurance LicensesAbility to Build and Maintain a Revenue-Producing Book of BusinessExperience in the Financial IndustryKnowledge of Bank Products and Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceNeeds-Based AssessmentRetail Consultative Sales ProcessInvestment SalesRisk Management

Soft Skills

Relationship BuildingCommunication SkillsProfessional ImageProactive Problem Solving

Certifications & Qualifications

SAFE Act RegistrationSeries 65 (within 90 days of hire)

Industry Keywords

Mass Affluent SegmentFinancial Center InteractionsTelemarketingCommunity EventsReferral Opportunities

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 trusted-advisor relationships through consultative sales and service
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings and guide the team in the referral and sales process
Maintain knowledge of the bank's complete product and service line
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 proactive solutions
Identify, assess, manage, monitor, and report risks within 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
For external hires, obtain Series 65 within 90 calendar days of hire, with a maximum of two attempts
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 financial centers
SAFE Act registration required at 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
Equal employment opportunity and inclusive culture