Private Bank Representative

3 weeks ago

Naples, Florida, United States Fifth Third Bank Full time

Transforming Banking Experiences

We connect exceptional professionals with opportunities to excel in the financial services industry. Discover a career in wealth management at Fifth Third Bank.

Key Responsibilities:

Sales and Client Development:

  • Develop and cultivate relationships with internal and external centers of influence to build a pipeline of new client opportunities.
  • Utilize the Life360 Discovery process to profile clients and identify needs that result in asset management, loans, deposits, estate planning, and wealth planning.
  • Act as the core team member for One Bank to identify opportunities with new and existing bank customers, continually monitoring and evaluating client needs to expand and deepen household relationships.
  • Demonstrate proficiency in consultative and advice-driven sales, managing the execution of client service standards to develop and retain lasting client relationships.
  • Develop and strategically execute a personal business plan to achieve defined revenue and business objectives.

Client Experience and Service:

  • Institute habits that ensure coordination of the team in the consistent delivery of Private Bank experience standards.
  • Utilize the Life360 process when working with team members to deliver advice-based solutions.
  • Collaborate with a customized team of specialists to deliver high-quality client service.
  • Ensure service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
  • Identify and refer opportunities for the utilization of advanced planning solutions.
  • Coordinate and collaborate with client third-party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent with client goals.
  • Partner and leverage internal and external service providers to optimize effectiveness and efficiency.
  • Resolve problems in a timely and effective manner as the primary contact.
  • Provide clients with information regarding current trends and command a thorough knowledge of investment products, trading strategies, and market dynamics.
  • Accountable for the organization, development, and execution of client reviews that meet service standards to ensure client needs are being met.
  • Manage overall profitability of client relationships.
  • Ensure process information is recorded timely in CRM regarding status and activities.
  • Drive continuous improvement by looking for ways to deepen relationships with clients through all areas of Private Bank and other appropriate Bancorp channels.
  • Act as the primary point of contact for COI within the Bank.
  • Accountable for the implementation of recommendations delivered to clients.
  • Lead the 90-day client onboarding process.
  • Work in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
  • Address developmental needs and knowledge gaps as requested by the manager and the Private Bank.
  • Champion the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.

Requirements:

  • Experience operating in an environment that stresses both individual accountability and team-based performance.
  • Exhibit a sense of urgency and a continual drive to results coupled with the ability to partner effectively with management at all organizational levels.
  • Display the ability to be highly effective in a team-oriented environment and build relationships based on added value, not title or authority.
  • Support a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
  • Actively participate within professional and community organizations.
  • Actively network and effectively build relationships internally and externally of the Bank.

Minimum Knowledge, Skills, and Abilities Required:

  • Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
  • CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
  • Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
  • Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
  • Stay abreast and informed of regulatory and governmental changes that impact clients. Work with specialists to keep up-to-date on services and solutions.
  • Demonstrate strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials, and solutions.
  • Use effective problem-solving and analytical skills.
  • Computer/Technical: Ability to use software including: Word, Excel, and PowerPoint, CRM or related systems.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

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