Private Banker II
Location: Nashville, Tennessee
Description: Fifth Third Bank is hiring Private Banker II right now, this job will be presented in Tennessee. Detailed specification about this job opportunity kindly read the description below. Requirements
GENERAL FUNCTION: Serves as a banking specialist for client relationships typically with more than $500,000 in investable assets. Provides deposit and lending expertise while collaborating ! with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the clientÆs goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: ò Prospects for clients by sourcing and building own pipeline of clients/opportunities. ò Earns referrals from clients and internal business partners and Center of Influence (COI). ò Partners with the WMA, internal business partners and Centers of Influence in the sales process to maximize new business opportunities. ò Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services. ò 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. ò Demonstrates highly developed sales, client contact and relationship management skills including development of targeted business plans and achieve! s targeted annual sales goal of $50,000 - $100,000 and annual ! revenue of $800,000 - $1,300,000. ò Utilizes CRM to appropriately track prospects to close. ò Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered. ò Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. ò Ensures service standards and metrics are met based on client banking needs and segmentation (e.g. Professional Services practices, mix of larger individual relationships, etc.). ò Collaborates with WMA to deliver advanced planning techniques. ò Partners with internal and external service providers including Centers of Influence (e.g. attorney, accountant) to optimize Life360 effectiveness and efficiency. ò Takes ownership for resolving clientÆs banking issues. ò Provides client with current industry trends and commands a thorough knowledge of banking products and solutions. ò Challenges and collaborates with the client to articulate and achie! ve their goals. ò Manages overall balance sheet, including both deposit and lending to increase profitability and enhance the client relationship. ò Ensures prospect/client information is appropriately entered, updated, and managed in CRM. ò Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. estate planning strategies, concentrated stock positions, customized loans, etc.). ò Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings. ò Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality. SUPERVISORY RESPONSIBILITIES: None
Experience
MINIMUM KNOWLEDGE & SKILLS REQUIRED: ò BS/BA, required. Business Administration, Finance, Economics is preferred - MBA is preferred. ò Brings a minimum of 7 years of successfu! l sales/client service experience in commercial and/or private banking ! services industry. ò Experienced operating in an environment that stresses both individual accountability and team-based performance. ò Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. ò Strong credit, underwriting and loan structuring skills. ò Ability to analyze financial statements. ò Demonstrates in depth knowledge of banking issues and possess at least one area of specialized expertise. ò Demonstrates strong interpersonal negotiation, verbal and written communication and presentation skills. ò Uses effective problem solving and analytical skills. ò Professional and community organizations involvement. ò Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, PowerPoint and Access. ò Serves as a mentor to Private Banking associates. ò This position requires S.A.F.E. Act registration at the time of employment through the N! ationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
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If you were eligible to this job, please deliver us your resume, with salary requirements and a resume to Fifth Third Bank.
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This job will be opened on: Thu, 31 Oct 2013 20:19:25 GMT