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Fifth Third Bank · 1 day ago

Commercial Relationship Manager

Jacksonville, FL

Full-time

Onsite

Senior Level

6+ years exp

Fifth Third Bank is a financial institution focused on providing banking solutions. The Commercial Relationship Manager is responsible for business development and managing a portfolio of high-revenue clients, ensuring their banking needs are met through tailored financial solutions.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

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

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

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

Analyze financial information provided to determine the credit request that should be pursued

Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly

Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans)

Qualification

Commercial Banking experienceFinancial statement analysisCommercial credit trainingUnderwriting experienceMicrosoft Office proficiencyBusiness acumenTeam-based sales environmentClient relationship managementVerbal communication skillsWritten communication skills

Required

Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred

Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred

Formalized commercial credit training or equivalent credit experience required

Proven track record of partnership with investment bankers to provide strategic and capital market advice

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

Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention

Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals

Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes

Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations

Proven ability to work in a team-based sales environment

Must be proficient in all Microsoft Office software

Preferred

Underwriting experience preferred

Familiarity with prospecting and CRM sales tools preferred

Benefits

Comprehensive benefits

Differentiated compensation offerings

Company

Fifth Third Bank

Glassdoor3.7

Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Founded in 1858

Cincinnati, Ohio, USA

10001+ employees