Business Banking Group (BBG) & Emerging Markets Relationship Manager
Fifth Third Bank
Primary Job Function:
-Assist the business owner in achieving their financial goals by providing both personal & business solutions for privately held companies with sales of $3MM - $20MM or credit exposure over $500k. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand the clientsÆ holistic business needs.
-Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management, and all other applicable banking services.
-Prospect for clients in a new business development capacity by utilizing referral sources, existing clients and centers of influence.
-Ensure that customer relationships are managed to the highest profit potential for the Bank, taking into account Bank risk and customer needs.
-Work with product partners, analyze, evaluate and develop a tailored marketing plan or sales strategy for each client or prospect.
-Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management. * Coordinate all client-facing activities related to their clients, including credit support and other product partners.
-Responsible for planning and conducting relationship strategy and quarterly relationship review meetings with product partners.
-Conduct thorough effective pre-call planning, concise sales calls and prompt post call follow up.
-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).
-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.
-Utilize the BankÆs Customer Relationship Management system for client activity tracking, call reports and pipeline management.
-Complete administrative responsibilities in a timely manner.
-Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks and continually deepen knowledge of trends, practices, services and the competitive landscape