Preferred Relationship Manager

Fifth Third Bank

Sales position responsible for acquiring, retaining, and growing preferred bank customers at Fifth Third Bank. Plays a key role in conducting needs-based assessments and providing solutions for financial needs.

Posted 7/17/2026full-timeGrand Blanc • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative selling and customer relationship management, with a strong focus on acquiring and retaining mass affluent clients. Holds necessary financial licenses and certifications to provide tailored financial solutions and maintain compliance.

Highest-signal resume keywords

Consultative Selling Skills CertificationSeries SIE LicenseSeries 6 LicenseSeries 63 LicenseInsurance Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceNeeds-Based AssessmentRevenue-Producing Book of BusinessFinancial Product KnowledgeRisk Management

Soft Skills

Professional Image PresentationCustomer ServiceCollaboration

Tools & Technologies

Retail Consultative Sales ProcessFinancial Center Team Collaboration

Certifications & Qualifications

SAFE Act RegistrationSeries 65 License (within 90 days)

Industry Keywords

Mass Affluent SegmentBank ProductsCustomer AcquisitionCustomer RetentionFinancial Industry

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.

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.
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 designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.