Relationship Manager

Fifth Third Bank

. A sales position responsible for the acquisition, growth, and retention of bank customers.

Posted 5/22/2026full-timeNewport Beach • California • 🇺🇸 United StatesMid-LevelSenior💰 $54,400 - $111,500 per yearWebsite

About the role

Key responsibilities & impact

A sales position responsible for the acquisition, growth, and retention of bank customers.
Proactively contact and service customers in the sales and service of bank products.
Conduct needs-based assessment of the prospective and existing client base.
Engage partners to fulfill client financial needs.
Utilize and promote the Retail Consultative Sales process.
Work closely with internal sales partners to increase referral opportunities.
Maintain a well-developed working knowledge of the complete line of products and services offered.
Initiate and maintain customer and prospect contact through various methods.

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
Differentiated compensation offerings to give employees the opportunity to be their best every day.
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sellingneeds-based assessmentcustomer acquisitioncustomer retentionfinancial products knowledgesales processreferral generationrevenue generationbook of business management

Soft Skills

communicationprofessionalismrelationship buildingcustomer servicecollaboration

Certifications

consultative selling skills certificationSeries SIESeries 6Series 63insurance licensesSeries 65