Senior Private Banker

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

• 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.
• Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship.
• Ensures prospect/client information is appropriately entered, updated, and managed in CRM.
• Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. stock option financing, unique assets, customized loans, etc.).
• Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements, and maintaining current loan ratings.
• Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality.

Requirements

• BS/BA is required. Business Administration, Finance, Economics is preferred; MBA is 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.

Skills

• Uses all Microsoft Office software including: Word, Excel, PowerPoint and Access.
• Serves as a mentor to Private Banking associates.
• Eligible to participate in an incentive compensation plan.

Benefits

• Comprehensive benefits and differentiated compensation offerings.
• 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.
• Extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

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.

Schedule

Not specified.