Relationship Manager

Fifth Third Bank

Sales position handling acquisition and retention of bank customers with a focus on Preferred Program clients. Engaging in consultative sales process to fulfill customer financial needs.

Posted 7/8/2026full-timeEl Segundo • California • 🇺🇸 United StatesMid-LevelSenior💰 $54,400 - $111,500 per yearWebsite

About the role

Key responsibilities & impact

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
Consistently meet or exceed investment sales and referral goals
Initiate and maintain customer and prospect contact through various methods
Keep current on activity within business industry 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
Series 65 must be obtained within 90 calendar days of hire
Demonstrated ability to build and maintain a revenue-producing book of business
Ability to present a professional image
May require some local travelling
SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System

Benefits

Comp & perks

Comprehensive benefits
Physical, financial, emotional and social well-being support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales TechniquesNeeds-Based AssessmentInvestment SalesReferral GenerationFinancial Product Knowledge

Soft Skills

Professional ImageCustomer EngagementRelationship Building

Certifications

Series 65 LicenseSAFE Act Registration