Wealth Management Specialist

1 month ago

Rosemont, United States Fifth Third Bank Full time

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Partners with Wealth Management Advisors (WMA)to help ensure the Private Bank experience is

delivered. Collaborates with the team to consistently deliver high-quality customer service and

ensures service standards including execution, delivery ,and retention are achieved.

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.

ESSENTIAL DUTIES & RESPONSIBILITIES:

. Assists WMAs in activities that support client customer service, including working with client

to answer questions, research and resolution of client issues and concerns, and follow up on

items between the WMA and client as requested

. Leads client 90 day on-boarding process

. Coordinates client meetings and new account paperwork

. Manages the coordination and collaboration with client third party advisors (e.g., attorney,

accountant)

. Challenges and collaborates with the client to articulate and achieve their goals

. Effectively profiles client and identifies needs for LOB referrals and cross selling

. Assists in managing profitability of client relationship

. Ensures prospect/client info is entered, updated, and managed in CRM

. Helps drive improvement by looking for ways to deepen relationship

. Continually expands knowledge of investment techniques and products, trading strategies and

market dynamics

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

. College degree or equivalent experience preferred

. Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.

. Minimum of 3 years of successful sales/client service experience in the wealth management

services industry

. Ability to use Microsoft Office software including: Word, Excel, and Power Point

. Exhibits a sense of urgency and a continual drive to results

. Demonstrates ability to effectively collaborate and function in a team-oriented environment

. Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style

. Demonstrates strong interpersonal, verbal and written communication, and presentation skills

. Develops strong negotiation skills

. Effective problem solving and analytical skills

. S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing

System (NMLS)

WORKING CONDITIONS:

. Normal office environment with little exposure to dust, noise, temperature and the like

. Extended viewing of CRT screen

Wealth Management SpecialistLOCATION -- Rosemont, Illinois 60018

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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