Relationship Manager

General Function

A sales position responsible for the acquisition, growth, and retention of bank customers, with a specific focus on our Preferred Program customers and mass affluent prospects. The role involves proactively contacting and servicing customers in the sale and service of bank products, conducting needs‑based assessments of prospective and existing clients, and engaging partners to fulfill client financial needs. The position utilizes and promotes the Retail Consultative Sales process, using prescribed tools and partnering with the financial center team for referral activity.

It works closely with internal sales partners to increase referral opportunities and provide needs‑based solutions to customers, and works closely with customers to retain and grow current and next‑generation wealth. The role is accountable for risk, consistently identifying, assessing, managing, monitoring, and reporting risks, while achieving results within the bank's risk appetite. The goal is to build and maintain a revenue‑producing book of business and to provide an excellent customer experience.

• Execute on retail strategies and tactics to increase Preferred Program households, fulfill customer needs, and provide an excellent customer experience.
• Build deep relationships with customers to earn status as trusted advisor by leveraging the consultative sales and service process.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Maintain the sales and service environment by actively participating in financial center huddles and meetings to support sales and motivational activities.
• Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
• Maintain a well‑developed working knowledge of the complete line of products and services offered, keeping up to date and requesting assistance for further development needs.
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with the Investment Executive.
• Initiate and maintain customer and prospect contact through a variety of methods, including customer interaction in the financial center, telemarketing, and leading or participating in seminars and community events.
• Keep current on industry and economic activity to anticipate customer needs and proactively provide new solutions for current and future financial needs.

• College degree or equivalent combination of education and experience.
• Experience in a sales environment and in the 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 that period.
• Demonstrated ability to build and maintain a revenue‑producing book of business in the mass affluent segment.
• Ability to present a professional image and work with one or more financial centers, requiring some local travel.
• SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ( NMLS ).

• Normal office environment.
• Extensive use of computer screens.
• Occasional local and overnight travel as required.

Humble, Texas 77338

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. The position is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Comprehensive benefits programs support employees and families, encompassing physical, financial, emotional and social well‑being.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.