Fifth Third Bank
Overview
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. 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. Sales – Essential Duties and Responsibilities
Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes the Life360 Discovery process to profile clients and identify client needs that result in AUM, loans, deposits, estate planning, and wealth planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continuously monitors and evaluates client needs to identify opportunities to expand and deepen household relationships. Demonstrates proficiency in consultative and advice-driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes a personal business plan to achieve defined revenue and business objectives. Client Experience
Institutes habits that ensure coordination of the team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice-based solutions. Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities providing for the utilization of advanced planning solutions. Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure harmony of recommendations aligned with client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Organizes and executes client reviews (e.g., Annual Client Reviews and quarterly updates) to ensure client needs are met. Utilizes the Life360 process to challenge and collaborate with the client to articulate and achieve goals. Manages overall profitability of client relationship. Ensures process information is recorded timely in CRM regarding status and activities. Drives continuous improvement by deepening relationships with clients across Private Bank and other Bancorp channels. Acts as primary point of contact for COI within the Bank. Leads the 90-day client onboarding process. Collaborates with team members to ensure alignment and share information and resources to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp vision and core values through personal actions and leadership to promote high-performing work groups. Other
Operates in an environment of individual accountability and team-based performance. Exhibits urgency and a drive to results, with the ability to partner effectively with management at all levels. Builds relationships based on value, not just title or authority. Collaborates with and influences management and peers to support growth and financial results. Actively participates in professional and community organizations and networks. Minimum Knowledge, Skills and Abilities Required
Bachelor’s degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification is preferred and required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. JD and/or CPA also accepted for this requirement. Appropriate state life and health insurance licenses as required by licensing guidelines. Minimum of eight (8) years of successful sales/client service experience in financial services. Stays informed of regulatory and governmental changes that impact clients; collaborates with specialists to stay up-to-date on services and solutions. Strong interpersonal, negotiation, verbal and written communication and presentation skills. Proficient in branded presentations and solutions. Problem-solving and analytical skills. Proficient in using Word, Excel, PowerPoint, and CRM or related systems. S.A.F.E. Act registration required at time of employment via NMLS. Working Conditions
Normal office environment with typical exposure levels. Extended viewing of CRT screen. Location : Orlando, Florida 32801 Compensation and Benefits : The base salary is within the pay grade range and may vary by role, skillset, experience, education, and location. Eligible for incentives based on company, line of business and individual performance. Benefits programs support physical, financial, emotional and social well-being. See 53.com Careers for details. EEO Statement : Fifth Third Bank, National Association is an equal employment opportunity employer. We do not discriminate on the basis 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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Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. 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. Sales – Essential Duties and Responsibilities
Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes the Life360 Discovery process to profile clients and identify client needs that result in AUM, loans, deposits, estate planning, and wealth planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continuously monitors and evaluates client needs to identify opportunities to expand and deepen household relationships. Demonstrates proficiency in consultative and advice-driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes a personal business plan to achieve defined revenue and business objectives. Client Experience
Institutes habits that ensure coordination of the team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice-based solutions. Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities providing for the utilization of advanced planning solutions. Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure harmony of recommendations aligned with client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Organizes and executes client reviews (e.g., Annual Client Reviews and quarterly updates) to ensure client needs are met. Utilizes the Life360 process to challenge and collaborate with the client to articulate and achieve goals. Manages overall profitability of client relationship. Ensures process information is recorded timely in CRM regarding status and activities. Drives continuous improvement by deepening relationships with clients across Private Bank and other Bancorp channels. Acts as primary point of contact for COI within the Bank. Leads the 90-day client onboarding process. Collaborates with team members to ensure alignment and share information and resources to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp vision and core values through personal actions and leadership to promote high-performing work groups. Other
Operates in an environment of individual accountability and team-based performance. Exhibits urgency and a drive to results, with the ability to partner effectively with management at all levels. Builds relationships based on value, not just title or authority. Collaborates with and influences management and peers to support growth and financial results. Actively participates in professional and community organizations and networks. Minimum Knowledge, Skills and Abilities Required
Bachelor’s degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification is preferred and required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. JD and/or CPA also accepted for this requirement. Appropriate state life and health insurance licenses as required by licensing guidelines. Minimum of eight (8) years of successful sales/client service experience in financial services. Stays informed of regulatory and governmental changes that impact clients; collaborates with specialists to stay up-to-date on services and solutions. Strong interpersonal, negotiation, verbal and written communication and presentation skills. Proficient in branded presentations and solutions. Problem-solving and analytical skills. Proficient in using Word, Excel, PowerPoint, and CRM or related systems. S.A.F.E. Act registration required at time of employment via NMLS. Working Conditions
Normal office environment with typical exposure levels. Extended viewing of CRT screen. Location : Orlando, Florida 32801 Compensation and Benefits : The base salary is within the pay grade range and may vary by role, skillset, experience, education, and location. Eligible for incentives based on company, line of business and individual performance. Benefits programs support physical, financial, emotional and social well-being. See 53.com Careers for details. EEO Statement : Fifth Third Bank, National Association is an equal employment opportunity employer. We do not discriminate on the basis 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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