Jobs · Finance · California

Commercial Relationship Manager - Healthcare Focused

Fifth Third Bank · Walnut Creek, CA · 1 wk ago
FinanceFull-time

About the role

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

Responsibilities

  • Identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
  • Grow long-term profitable "lead left" relationships
  • Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high-value prospective relationships
  • Attend community and/or specific industry forums, conferences, and/or meetings to broaden relationship networks, referral sources, and deepen knowledge of trends, practices, services, and the competitive landscape
  • Analyze, evaluate, and develop a tailored relationship strategy for each client or prospect
  • Plan and conduct relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g., attorney, accountants)
  • Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
  • Lead and coordinate all client-facing activities, including credit support, treasury management, and capital markets
  • Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports, and pipeline management
  • Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
  • Utilize consultative selling skills, commercial playbook principals, and call reporting plans to enhance the client experience
  • 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
  • Participate in joint business planning with internal partners and buyers
  • Determine task and resource requirements and project requirements by breaking them down into tasks and defining roles and responsibilities
  • Scan the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients' needs
  • Communicate with impact, adjusting communication as appropriate to the audience's level of detail and capturing and holding the audience's attention
  • Explore options for a prospective client or existing buyer/COI's prior to advocating for a solution
  • Influence client decision regarding strategy and product solutions
  • Understand the audience and adjust communication as is appropriate level of detail for the audience; capture and hold the audience's attention
  • Exhibit strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations
  • Be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred
  • Regional/local travel

Requirements

  • Bachelor's or Master's in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred
  • Minimum of 10 years Commercial Banking experience
  • Minimum of 9 years relationship account management experience preferred
  • Formalized commercial credit training or equivalent credit experience required
  • Underwriting experience preferred
  • Proven track record of partnership with investment bankers to provide strategic and capital market advice
  • 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
  • Proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred

Qualifications

  • Minimum of 10 years Commercial Banking experience
  • Minimum of 9 years relationship account management experience preferred
  • Formalized commercial credit training or equivalent credit experience required
  • Underwriting experience preferred
  • Proven track record of partnership with investment bankers to provide strategic and capital market advice
  • 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
  • Proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred

Skills

  • Commercial Banking
  • Relationship Management
  • Portfolio Management
  • Client Relationship Building
  • Treasury Management
  • Capital Markets
  • Financial Analysis
  • Business Acumen
  • Communication Skills
  • Microsoft Office Suite

Benefits

Comprehensive benefits and differentiated compensation offerings are provided to support the individual needs of our employees and their families, encompassing physical, financial, emotional, and social well-being. Learn more about these programs on our careers page: Fifth Third Careers Page.

Pay

Total Base Pay Range: $121,900.00 - $262,100.00 USD

Schedule

Full-time

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