Relationship Manager

Fifth Third Bank

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative selling and customer relationship management within the financial industry, with a strong focus on acquiring and retaining mass affluent clients. Proficient in risk management and maintaining a revenue-producing book of business while effectively communicating complex financial concepts.

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 Environment ExperienceNeeds-Based AssessmentRisk ManagementInvestment SalesFinancial Solutions

Soft Skills

Customer Relationship BuildingProfessional Image PresentationCommunication of Complex Financial Concepts

Tools & Technologies

Retail Consultative Sales ProcessFinancial Center Tools

Certifications & Qualifications

SAFE Act RegistrationSeries 65 (to be obtained within 90 days)

Industry Keywords

Mass Affluent SegmentFinancial Center InteractionsTelemarketingCommunity 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 through sales and service of bank products
Conduct needs-based assessments of prospective and existing clients
Engage internal partners to fulfill customer financial needs
Use the Retail Consultative Sales process and prescribed tools
Build deep customer relationships and serve as a trusted advisor
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings
Provide guidance to the Financial Center team on referrals and sales, focusing on 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 proactive financial solutions
Identify, assess, manage, monitor, and report risks while operating 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
Series 65 must be obtained within 90 calendar days of hire for external hires, 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
Some local travel may be required when working with one or more Financial Centers
SAFE Act registration required at employment through NMLS

Benefits

Comp & perks

Incentive compensation plan based on company, line of business and/or individual performance
Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Benefits for employees and their families