Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Responsible for business development, relationship management, and client experience for companies with annual gross sales of $0-10M. Proactively consult business owners to achieve financial goals by providing smart financial solutions for personal and business needs. Serve as a trusted advisor, collaborating with product and retail partners using the One Bank Sales Cycle to understand holistic business needs and drive revenue growth through needs-based solutions and services including loans, deposits, treasury management, and other banking services. Serve as a producing leader by coaching and mentoring Relationship Managers and representing the Sales Manager as needed.

Responsibilities

Develop qualified client prospects in defined segments by identifying and utilizing referral sources, existing clients, and centers of influence.
Collaborate with product partners to analyze, evaluate, and develop tailored relationship strategies for each client or prospect.
Actively participate in community and/or industry forums to broaden networks, referral sources, and deepen knowledge of trends, practices, services, and the competitive landscape.
Retain and grow long-term, profitable, lead client relationships.
Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management.
Plan and conduct relationship strategy and relationship review meetings with product partners.
Coordinate all client-facing activities, including credit support and other product partners.
Conduct effective pre-call planning, utilize the One Bank Consultative Sales approach, and perform prompt post-call follow-up.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports, and pipeline management.
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines.
Achieve credit standards and metrics regarding asset quality, credit administration, and RAROC.
Monitor customer financial performance, condition, and industry trends to ensure acceptable risk and appropriate pricing for credit exposure.
Complete administrative responsibilities in a timely manner.
Provide coaching, leadership, and guidance to RM I's and II's in conjunction with or in addition to their Regional Sales Manager.

Requirements

Bachelor's degree required or equivalent work experience.
Minimum of 5 years of sales experience.
Minimum of 5 years managing business banking or commercial relationships preferred.
Formalized credit training or equivalent credit risk experience required.
Underwriting experience preferred.
Proven ability to build new and existing client business and provide a positive client experience.
Strong business acumen, including detailed analysis, review of financial statements, and knowledge of advanced accounting principles.
Extensive knowledge of credit and non-credit products required.
Knowledge of commercial & Treasury Management services, as well as alternative lending and financial options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks.
Strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentations.
Ability to champion the Bancorp vision and core values through personal actions and leadership influence to promote high-performing work groups.
Proven ability to work in a team-based sales environment.
Proficient in all Microsoft Office software.
Familiarity with prospecting and CRM sales tools preferred.
Ability to travel regionally and/or locally.

Skills

Business development
Relationship management
Client experience
Financial solutions
Sales
Credit analysis
Underwriting
Financial statement analysis
Accounting principles
Microsoft Office software
Prospecting tools
CRM sales tools

Location

San Francisco, California

Work Type

Full-time
Hybrid

Experience Level

5 years of sales experience
5 years managing business banking or commercial relationships preferred

Education Level

Bachelor's degree or equivalent work experience

Salary/Compensations

Total Base Pay Range 82,100.00 - 172,500.00 USD Annual
Eligible to participate in an incentive compensation plan

Benefits

Comprehensive benefits
Differentiated compensation offerings
Incentive compensation plan
Programs designed to support physical, financial, emotional and social well-being

About the Company

Fifth Third Bank connects great people to great opportunities.
Fifth Third is a bank that’s as long on innovation as it is on history.
Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives.
With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.

Equal Opportunity

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.