Relationship Manager Associate

Fifth Third Bank

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

Posted 11/9/2026full-timeWest Bloomfield • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in consultative sales and relationship management within the financial industry, focusing on acquiring and retaining mass affluent customers. Proficient in assessing client needs and providing tailored financial solutions while adhering to regulatory requirements.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63 LicensesSeries 65 LicenseFinancial Industry ExperienceRevenue-Producing Book of Business

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Needs-Based AssessmentsInvestment SalesRisk ManagementFinancial SolutionsSales Process Guidance

Soft Skills

Relationship BuildingCommunication SkillsProfessional ImageCustomer Service

Tools & Technologies

Retail Consultative Sales ProcessFinancial Center Tools

Certifications & Qualifications

SAFE Act RegistrationConsultative Selling Skills Certification

Industry Keywords

Mass Affluent SegmentBank ProductsFinancial 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 regarding bank products
Conduct needs-based assessments of prospective and existing clients
Engage internal partners to fulfill clients’ financial needs
Use and promote the Retail Consultative Sales process and prescribed tools
Partner with the financial center team to generate referrals
Build trusted-advisor relationships through consultative sales and service
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings
Provide guidance to the Financial Center team on referral and sales processes, especially for 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 conditions to anticipate customer needs and provide new financial solutions
Follow risk policies and procedures and identify, assess, manage, monitor, and report risks

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 as prescribed
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
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 travel locally between one or more financial centers
SAFE Act registration at employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to work in a normal office environment
Ability to view computer screens for extended periods
Occasional local and overnight travel as required

Benefits

Comp & perks

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