Preferred Relationship Manager

Fifth Third Bank

Sales position focusing on customer acquisition and retention for Preferred Program customers at Fifth Third Bank. Engaging with clients to meet their financial needs and deliver excellent service.

Posted 6/5/2026full-timeLexington • Kentucky • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs.
Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

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 6, 63 and insurance licenses required.
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.
This role may work with one or more FCs, which will require some local travelling.
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").

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.
Extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
Participate in an incentive compensation plan, based upon company, line of business and/or individual performance.

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 & Tools

consultative selling skillsneeds-based assessmentrisk managementfinancial products knowledgerevenue generationcustomer retention strategiessales techniquesfinancial analysisrelationship managementbook of business management

Soft Skills

communicationinterpersonal skillsprofessionalismteam collaborationproblem-solvingcustomer service orientationaccountabilityethical judgmentadaptabilitypresentation skills

Certifications

Series 6 licenseSeries 63 licenseinsurance licensesSeries 65 licenseconsultative selling skills certificationSAFE Act registration