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Wholesale Relationship Advisor II

Role overview

Qualifications

  • Minimum of 3 years of experience in the financial services industry
  • 4 year college degree required and/or equivalent work experience
  • Strong organizational and multitasking abilities
  • Commercial credit underwriting experience required

Responsibilities

  • Oversee and own day-to-day client relationship management for commercial clients
  • Ensure day-to-day interaction with clients resulting in retention and loyalty
  • Manage product enhancement initiatives for clients
  • Accountable for overseeing the successful conversion process for new clients

Key facts

Other skills

  • Organizational Skills
  • Multitasking
  • Negotiation
  • Microsoft Office
  • Communication
  • Problem Solving
  • Customer Service
  • Teamwork

About the company

Fifth Third Bank logo

Fifth Third Bank

Banking

At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most. Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest. We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V

Company details

Company typeXLarge
IndustryBanking
Company size10001

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Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Oversee and own day-to-day client relationship management for commercial clients assigned to the Advisory Desk. Ensure day-to-day interaction with clients resulting in retention, cross-sell opportunities, and clients at is faction/loyalty. Maintain and develop credit commitments while adhering to the Fifth Third Bank Commercial Loan Policy. Through daily client contact, ensure excellent customer service, appropriate realization of fees within Fifth Third guidelines, and client document files and account operation according to compliance and regulatory guidelines. Manage product enhancement initiatives for clients, including cross-sell penetration and introduction of new services to key clients. Extend and monitor existing and proposed credit commitments, provide high level industry specific customer service support, assist in cross sell efforts as a trusted advisor. Ensure the appropriate booking and reporting of collateralized deposits.

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. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Responsible for retention and client satisfaction/loyalty by excellence in proactive day-to-day service for the assigned clients.
  • In-depth understanding of Fifth Third’s services and is able to promote those services to key client contacts that resulting in additional revenue and/or an improvement in our overall operating margin for that client.
  • Work independently and serve as the key daily contact for assigned clients.
  • Responsible for trouble shooting and problem solving and determining if issues require escalation.
  • Respond to client requests for information, resolves questions and services issues.
  • Work with outside vendors or internal business partners to resolve client question and issues.
  • Accountable for overseeing the successful conversion process for new clients and de-conversion for clients that are leaving; must meet tight deadlines and act independently to solve project plan obstacles.
  • Responsible for the successful implementation of new client services that may include coordination with other internal or external parties; must be able to address issues independently and quickly in order to meet tight deadlines and project plans.
  • Represent the Bank in civic, government, community, charitable, banking and professional groups and associations to promote the Bank’s positive image.
  • Review and approve fee invoices. Follow-up with clients to ensure that invoices are paid. Also monitor and ensure that clients are regularly and correctly billed.
  • Meet with clients as needed.
  • Utilize CRM to maintain consistent record of call communication with clients.
  • Ensure the appropriate booking and reporting of collateralized deposits.
  • Participate in special projects as assigned.
  • Provide guidance to more junior members.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Minimum of 3 years of experience in the financial services industry.
  • 4 year college degree required and/or equivalent work experience.
  • Strong organizational and multitasking abilities.
  • Experience operating in an environment that stresses both individual accountability and team-based performance.
  • Strong communicator and able to negotiate with internal and external clients.
  • Computer/Technical: Ability to use all Microsoft Office software including: Word, Excel, and PowerPoint.
  • Excellent interpersonal, written and verbal communications, negotiation, and analytical skills with a strong desire to learn.
  • Ability to handle and prioritize multiple tasks.
  • Commercial credit underwriting experience required.
Wholesale Relationship Advisor II

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

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 within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

LOCATION -- Cincinnati, Ohio 45202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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