Fifth Third Bank Charlotte , NC 28201
Responsible for expanding and deepening the Fifth Third customer base by calling on businesses to provide our Membership Advantage
program to employees. Manages a portfolio of Membership Advantage businesses to
ensureretentionandexpansion of existing relationships. Services customer needs
(directly or indirectly) in a professional manner. Through interaction with senior leadership at businesses, identifies new business and cross-sell
opportunities. Demonstrate Fifth Third Bank Core Values in all actions: Integrity, Teamwork & Collaboration, Respect & Inclusion, and Accountability.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank#s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
DUTIES AND RESPONSIBILITIES:
. Calls on and partners with companies/organizations (at the
Middle Market level and above) in offering the Membership Advantage program to
. Professionally presents Fifth Third products and
services at employer/employee on-site meetings/seminars focusing on household
acquisition and revenue growth.
. Conducts financial education seminars to all
levels of employees on topics such as home ownership, insurance, investments and
. Serves as the company's/organization's ongoing relationship manager once a MA partnership is secured and manages a portfolio of MA
. Partners with Commercial, Business Banking, and other LOBs to develop MA partnerships.
. Independently on boards new companies/organizations to the BOB by proactively calling on Bank prospects/clients (Business Banking/Commercial).
. Utilizes the Consultative Sales Process in uncovering employer financial service needs.. Coaches and mentors Financial Center teams to develop Membership Advantage partnerships and
deliver presentations to clients below Middle Market.
. Develops detailed plans to meet or exceed assigned sales and customer service goals.
. Performs community outreach activities to expand portfolio (e.g. local events, chamber of
. Responsible for completing all training on schedule including small business sales, prospecting, networking and product knowledge.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
. College degree or equivalent
experience that will provide for the presentation of a strong business acumen.
. Minimum 3 years prior sales experience in a goal and/or commission-based environment.
. Proven ability to build new and existing client business and provide a positive client experience. Financial industry experience and
knowledge of personal and business financial offerings preferred.
. Effective communication in written, verbal, and presentation formats including the ability to communicate financial concepts to various audiences.
. Organizational, problem-solving and teamwork abilities.
. Self-discipline and self-motivation.
. Ability to understand retail policies and procedures in order to utilize good judgment in making sound decisions.
. Ability to present a professional image to
. Computer skills such as MS Office (Outlook, Excel, Word,PowerPoint, etc.).
. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").