Small Business Banking Relationship Manager

Fifth Third Bank

Responsible for business development and client experience in banking for companies with $2MM-$10MM gross sales. Collaborating with a team for tailored financial solutions and revenue growth.

Posted 7/14/2026full-timeJacksonville • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and relationship management, focusing on providing tailored financial solutions for clients with annual gross sales between $2MM and $10MM. Proficient in analyzing financial statements, managing credit risk, and utilizing CRM systems to enhance client experience and drive revenue growth.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementCredit Risk AssessmentCommercial & Treasury Management ServicesFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceCredit TrainingUnderwritingFinancial Statement AnalysisAdvanced Accounting Principles

Soft Skills

Problem SolvingAnalytical SkillsVerbal CommunicationWritten CommunicationTeam Collaboration

Tools & Technologies

Customer Relationship Management (CRM) SystemMicrosoft Office

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Commercial BankingTreasury ManagementAlternative LendingFinancial SolutionsRisk Management

About the role

Key responsibilities & impact

Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM.
Assist the business owner in achieving their financial goals by providing smart financial solutions for both personal and business needs.
Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand the clients'/prospects holistic business needs.
Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client.
Services would include loans, deposits, treasury management, and all other applicable banking services.
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.
Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Prospect for new clients by utilizing referral sources, existing clients, financial centers and centers of influence.
Work with product partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Effectively retain and grow long term profitable "Lead" client relationships.
Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management.
Responsible for planning and conducting relationship strategy and relationship review meetings with product partners.
Coordinate all client-facing activities including credit support and other product partners.
Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post call follow up.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines.
Achieve credit standards and metrics in regard to asset quality, credit administration.
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to ensure credit exposure is at an acceptable risk, and priced accordingly.
Complete administrative responsibilities in a timely manner.

Requirements

What you’ll need

Bachelor's degree required or equivalent work experience.
Minimum of 3 years sales experience; minimum of 3 years managing business banking or commercial relationships preferred.
Formalized credit training or equivalent credit risk experience required.
Underwriting experience preferred.
Proven ability to build new and existing client business and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and knowledge in advanced accounting principles.
Thorough knowledge of Commercial & Treasury Management services as well as alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentations.
Champions the Bancorp vision and core-values through personal actions and leadership influence to promote high-performing work groups.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.

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.