GENERAL
FUNCTION: Responsible for profitable business development as well
as monitoring the quality of an extensive existing portfolio of
companies with annual gross sales of at least $5 million with more
emphasis on customers with higher revenues (i.e.at least $20
million). Leads and coordinates with One Bank Partners to create
and implement a relationship strategy for assigned clients and
prospects. This position requires a strong understanding of credit,
commercial products and financial statement analysis, in order to
offer beneficial banking solutions (e.g. loans, treasury
management, capital markets) based on clients and prospects needs.
The incumbent will have extensive knowledge and experience working
with high revenue, more complex relationships. This role is
expected to solicit participation in public debt issuance for
clients. This role is expected to activity participate in community
activities.
ESSENTIAL
DUTIES & RESPONSIBILITIES:
Business
Development
·
Work independently to identify and develop profitable new "lead
left" client relationships by leveraging centers of influence,
existing clients, & referral sources.
·
Develop and implement a business plan to achieve financial goals
and qualitative measures.
·
Work closely with Fifth Third internal partners to deepen existing
relationships and acquire new prospective 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 Mgmt., Capital Markets, and
Wealth Mgmt 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 ensure business needs are being met.
·
Utilize consultative sells skills, commercial playbook principals
and call reporting plans to enhance the client experience.
·
Utilize the Bank''s Customer Relationship Management (CRM) system
for client activity tracking, call reports and pipeline
management.
