Relationship Manager

Fifth Third Bank

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

Posted 9/17/2026full-timeWarren • 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 acquiring and retaining mass affluent customers. Proficient in executing retail strategies and simplifying complex financial concepts to meet client needs.

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 IndustryAbility to Present a Professional Image

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs-Based AssessmentRetail Consultative Sales ProcessInvestment SalesReferral GenerationFinancial Solutions

Soft Skills

Relationship BuildingCommunicationCustomer ServiceTeam CollaborationMotivational Support

Tools & Technologies

Financial Center ToolsTelemarketing SystemsSeminar Coordination

Certifications & Qualifications

Consultative Selling Skills CertificationSAFE Act RegistrationSeries 65 (to be obtained within 90 days)

Industry Keywords

Mass Affluent SegmentBank ProductsFinancial NeedsInvestment GoalsEconomic Conditions

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 the Retail Consultative Sales process and prescribed tools
Partner with financial center teams to generate referrals and provide needs-based solutions
Build trusted-advisor relationships and retain and grow current and next-generation wealth
Execute retail strategies and tactics to increase Preferred Program households
Simplify and communicate complex financial concepts
Participate in financial center huddles and meetings and support sales and motivational activities
Guide Financial Center teams in referral and sales processes, especially for Preferred customers
Maintain 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

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
Ability to travel locally between one or more financial centers
SAFE Act registration at the time of employment through NMLS
Ability to work in a normal office environment and use computer screens extensively
Occasional local and overnight travel 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
Equal employment opportunity and inclusive culture