Relationship Manager

Fifth Third Bank

. Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.

Posted 5/22/2026full-timePlano • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
Demonstrate ability to simplify and communicate complex financial concepts.
Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities.
Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.

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.
Position involves contact with the public, necessitating the ability to present a professional image.

Benefits

Comp & perks

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sellinginvestment salessales processfinancial conceptscustomer interactiontelemarketingcommunity eventsrevenue-producing book of businessfinancial products and servicessales and referral goals

Soft Skills

relationship buildingcommunicationcustomer experienceproblem-solvingteam collaborationprofessional imagemotivationguidanceadaptabilityproactive approach

Certifications

consultative selling skills certificationSeries SIESeries 6Series 63insurance licensesSeries 65