Jobs · Finance · Ohio

Senior Private Banker

Fifth Third Bank · Cincinnati, OH · 1 mo ago
FinanceFull-time

Essential Duties And Responsibilities

  • Prospects for clients by sourcing and building own pipeline of clients/opportunities.
  • Earns referrals from clients and internal business partners and Center of Influence (COI).
  • Partners with the WMA, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities.
  • Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor.
  • Demonstrates highly developed sales, client contact, and relationship management skills including development of targeted business plans and achieves annual target sales goal.
  • Utilizes CRM to appropriately track prospects to close.
  • Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered.
  • Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process.
  • Serves as a mentor to Private Banking associates.

Minimum Knowledge, Skills And Abilities Required

  • Bachelor’s degree or equivalent work experience required. Business Administration, Finance, or Economics preferred. Master's degree preferred.
  • Brought a minimum of 8 years of successful sales/client service experience in commercial, business and/or private banking services industry.
  • Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
  • Strong credit, underwriting, and loan structuring skills.
  • Ability to analyze financial statements.
  • Demonstrates in-depth knowledge of banking issues and possesses at least one area of specialized expertise.
  • Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
  • Uses effective problem solving and analytical skills.
  • Displays a professional presence within professional and community organizations.
  • Ability to use all Microsoft Office software including: Word, Excel, PowerPoint and Access.

Pay

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Benefits

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Schedule

Not specified.

Qualifications

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Equal Opportunity Employer

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless 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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