Private Bank Specialist

3 weeks ago


Charlotte, North Carolina, United States Fifth Third Bank Full time

Deliver Exceptional Client Experience

We are seeking a skilled Private Bank Specialist to join our team at Fifth Third Bank. As a key member of our Private Bank team, you will be responsible for delivering exceptional client experiences to high net worth and ultra-high net worth clients and prospects.

Key Responsibilities:

  • Partner with Private Bank leadership and Wealth Management Advisors to deliver the Private Bank experience to clients and prospects.
  • Collaborate with the Private Bank Team to consistently deliver high-quality client service and ensure service standards are achieved throughout the entire sales process.
  • Interact directly with clients and prospects, building effective relationships to enhance the client experience.
  • Assist the department with multiple aspects of client engagement, including client event management, new business proposals, onboarding, and communication.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

Requirements:

  • College degree or equivalent experience required; Bachelor's degree in Finance, Economics, or Business Management preferred.
  • Three (3) years of related financial services experience.
  • Demonstrated ability to use Microsoft Office software including Word, Excel, and PowerPoint at intermediate or higher level.
  • Exhibits a strong sense of urgency and a continual drive to results.
  • Demonstrated ability to effectively collaborate and function in a team-oriented environment.
  • Demonstrated strong interpersonal, verbal and written communication and presentation skills with excellent attention to detail.
  • Effective problem solving and analytical skills. Ability to meet deadlines under pressure utilizing effective and efficient time management and organizational skills.

Working Conditions:

  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of CRT screen.
  • Minimal travel may be required.

Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.



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