Associate Relationship Manager
2 weeks ago
We are seeking a highly skilled Associate Relationship Manager to join our team at Fifth Third Bank, National Association. As a key member of our commercial banking team, you will be responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks, and identifying and assisting in developing client solutions.
Key Responsibilities:- Partner with Relationship Managers in sales and servicing, performing analytical tasks.
- Assist in identifying and qualifying prospects with limited guidance from Relationship Manager or RM Team Leads.
- Have direct contact with clients to conduct business development and enhancing the relationship.
- Conduct industry research on prospects and current customers.
- Create and maintain prospect profiles (including updates on CRM).
- Create and provide suggestions for client presentations.
- Work with Relationship Managers to identify client solutions.
- Obtain and input prospect KYC due diligence information.
- Conduct initial pricing analysis and generate relationship pricing model.
- Draft initial deal screen / opportunity memos.
- Attend and participate in client presentations at Relationship Managers request.
- Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Minimum of 2 years of related commercial banking, finance, accounting or similar experience.
- Proficient knowledge of financial and risk analysis.
- Novice level knowledge of US economy and regulations and sales and business development acumen.
- Novice knowledge of commercial lending credit policies and guidelines.
- Novice understanding of corporate business structure and legal documents.
- Proficient knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems.
Normal office environment with little exposure to dust, noise, temperature and the like. Minimal travel required.
Fifth Third Bank, National Association 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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