Commercial Relationship Manager I
Company Name:
Fifth Third Bank
GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $5 million within a specific geographic area. Ability to develop One Bankpartnershipstocreate and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficialbankingsolutions(e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to actively participate in community activities.
ESSENTIAL DUTIES &
Responsibilities:
Business Development
. Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
. Develop and implement business plan to achieve financial goals and qualitative measurements
. Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective high value relationships.
. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Portfolio Management
. Work with product partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Client Experience
Meet with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met.
. Utilize consultative sells skills, commercial playbook principles and call reporting plans to enhance client experience
. Utilize the Bank''s Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Credit Excellence
. Analyze and interpret financial information provided to determine the credit request that should be pursued.
. Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
. Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.
SUPERVISORY
Responsibilities: None.
df-dr
JobCountry: US
JobCode: 143685
JobYearsExperienceID: 6
ContactID: 19858241
JobCity: OWENSBORO
JobTravelID: 5
BranchName: Fifth Third Bank
JobSponsorship: 1
BranchCity: Grand Rapids
JobState: KY
JobCompTypeID: 6
BranchState: MI
JobEmployTypeID: 1
BranchZip: 49503
JobOccupationCodeID: 2304
JobEducationID: 1
JobRelocate: 0
JobZip: 42301
JobEmail: 22720124.916@
BranchCountry: US
BranchAddress1: 111 LYON STREET N.W.
Job
Experience: MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. Bachelors or Masters in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred
. Minimum of 2 years Commercial Banking experience, prefer at least 1 year in a sales role
. Formalized commercial credit training or equivalent credit experience required
. Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
. Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options
. Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
. Ability to build strong One Bank internal partnerships to provide holistic solutions for clients business and personal financial goals
. Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
. Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentation skills.
. Proven ability to work in a team-based sales environment.
. Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
. Regional /local travel
WORKING CONDITIONS:
. Normal office environment with little exposure to dust, noise, temperature and the like.
. Extended viewing of CRT screen.
. Frequent travel possible depending on assignment.
BranchCode: 10912324Estimated Salary: $20 to $28 per hour based on qualifications.
Fifth Third Bank
GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $5 million within a specific geographic area. Ability to develop One Bankpartnershipstocreate and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficialbankingsolutions(e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to actively participate in community activities.
ESSENTIAL DUTIES &
Responsibilities:
Business Development
. Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
. Develop and implement business plan to achieve financial goals and qualitative measurements
. Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective high value relationships.
. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Portfolio Management
. Work with product partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Client Experience
Meet with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met.
. Utilize consultative sells skills, commercial playbook principles and call reporting plans to enhance client experience
. Utilize the Bank''s Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Credit Excellence
. Analyze and interpret financial information provided to determine the credit request that should be pursued.
. Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
. Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.
SUPERVISORY
Responsibilities: None.
df-dr
JobCountry: US
JobCode: 143685
JobYearsExperienceID: 6
ContactID: 19858241
JobCity: OWENSBORO
JobTravelID: 5
BranchName: Fifth Third Bank
JobSponsorship: 1
BranchCity: Grand Rapids
JobState: KY
JobCompTypeID: 6
BranchState: MI
JobEmployTypeID: 1
BranchZip: 49503
JobOccupationCodeID: 2304
JobEducationID: 1
JobRelocate: 0
JobZip: 42301
JobEmail: 22720124.916@
BranchCountry: US
BranchAddress1: 111 LYON STREET N.W.
Job
Experience: MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. Bachelors or Masters in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred
. Minimum of 2 years Commercial Banking experience, prefer at least 1 year in a sales role
. Formalized commercial credit training or equivalent credit experience required
. Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
. Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options
. Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
. Ability to build strong One Bank internal partnerships to provide holistic solutions for clients business and personal financial goals
. Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
. Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentation skills.
. Proven ability to work in a team-based sales environment.
. Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
. Regional /local travel
WORKING CONDITIONS:
. Normal office environment with little exposure to dust, noise, temperature and the like.
. Extended viewing of CRT screen.
. Frequent travel possible depending on assignment.
BranchCode: 10912324Estimated Salary: $20 to $28 per hour based on qualifications.
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