GENERAL FUNCTION: Serves as a banking
specialist for client relationships typically with more than
$500,000 in investable assets. Provides deposit and lending
expertise while collaborating with a customized team of experts to
consistently deliver advice-based solutions that simplify financial
complexity to achieve the clientÆs goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
ò Prospects for clients by sourcing and building own pipeline of
ò Earns referrals from clients and internal business partners and
Center of Influence (COI).
ò Partners with the WMA, internal business partners and Centers of
Influence in the sales process to maximize new business
ò Participates in the Life360 Process to identify cross-selling
opportunities and to deliver appropriate products and
ò Identifies referral opportunities across all service lines
including IM&T, Brokerage, Insurance, Wealth Planning, and
Equity Risk Management while collaborating with the Wealth
ò Demonstrates highly developed sales, client contact and
relationship management skills including development of targeted
business plans and achieves targeted annual sales goal of $50,000 -
$100,000 and annual revenue of $800,000 -
ò Utilizes CRM to appropriately track prospects to
ò Collaborates with WMA and other specialists to ensure the Private
Banking client experience is delivered.
ò Delivers banking solutions based on the value ladder and the
Fifth Third Private Bank story following our Life360
ò Ensures service standards and metrics are met based on client
banking needs and segmentation (e.g. Professional Services
practices, mix of larger individual relationships,
ò Collaborates with WMA to deliver advanced planning
ò Partners with internal and external service providers including
Centers of Influence (e.g. attorney, accountant) to optimize
Life360 effectiveness and efficiency.
ò Takes ownership for resolving clientÆs banking
ò Provides client with current industry trends and commands a
thorough knowledge of banking products and
ò Challenges and collaborates with the client to articulate and
achieve their goals.
ò Manages overall balance sheet, including both deposit and lending
to increase profitability and enhance the client
ò Ensures prospect/client information is appropriately entered,
updated, and managed in CRM.
ò Utilizes lending and credit expertise to deliver sophisticated
credit solutions best suited to meet the client objectives (e.g.
estate planning strategies, concentrated stock positions,
customized loans, etc.).
ò Proactively maintains asset quality of loan portfolio through
managing loan renewals, monitoring financial statements and
maintaining current loan ratings.
ò Minimizes loan losses through proactive action on criticized
assets and early identification of declining credit
SUPERVISORY RESPONSIBILITIES: None