Relationship Manager

Fifth Third Bank

Sales position responsible for customer acquisition focused on Preferred Program at Fifth Third Bank. Involves proactive contact, needs assessments, and fulfilling financial needs.

Posted 7/3/2026full-timeKaty • Texas • 🇺🇸 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 customer acquisition, retention, and risk management. Holds necessary financial licenses and certifications to effectively serve the mass affluent segment.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE, 6, 63, and Insurance LicensesRevenue-Producing Book of BusinessCustomer Relationship ManagementFinancial Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy ExecutionNeeds-Based AssessmentRisk ManagementRetail Consultative Sales ProcessFinancial Product Knowledge

Soft Skills

Relationship BuildingProactive CommunicationCollaborationProfessional Image Presentation

Certifications & Qualifications

Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseInsurance LicenseSeries 65 License

Industry Keywords

Customer AcquisitionCustomer RetentionMass Affluent SegmentFinancial ServicesSales Environment

About the role

Key responsibilities & impact

Responsible for acquisition, growth, and retention of bank customers
Proactively contact and service customers in sales and service of bank products
Conduct needs-based assessments of prospective and existing clients
Engage partners to fulfill client financial needs
Utilize and promote the Retail Consultative Sales process
Collaborate with internal sales partners to increase referral opportunities
Retain and grow current and next generation wealth
Identify, assess, manage, monitor, and report risks of all types
Execute retail strategies and tactics to increase Preferred Program households
Build relationships with customers as a trusted advisor
Maintain sales and service environment by participating in center huddles and meetings
Provide guidance in referral/sales process focusing on Preferred customers
Keep current on business industry activity and economic environment

Requirements

What you’ll need

College degree or equivalent combination of education and experience required
Experience in a sales environment; experience in 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, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period
Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment
Professional image presentation required
Some local travelling required

Benefits

Comp & perks

Comprehensive benefits programs designed to support individual needs
Physical, financial, emotional and social well-being