Private Banker I

Location: Nashville
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Serves as a banking specialist for client relationships typically with more than $500,000 in investable assets. Provides deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the clientÆs goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

* Prospects for clients by sourcing and building own pipeline of clients/opportunities.

* Earns referrals from clients and internal business partners and Center of Influence (COI).

* Partners with the WMA, internal business partners and Centers of Influence in the sales process to maximize new business opportunities.

* Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services.

* Demonstrates highly developed sales, client contact and relationship management skills including development of targeted business plans.

* Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor.

* Demonstrates highly developed sales client contact and relationship management skills including development of targeted business plans and achieves targeted annual sales goal of $25,000 - $50,000 and annual revenue of $500,000 - $1,000,000.

* Utilizes CRM to appropriately track prospects to close.

* Collaborates with WMA and other specialists to ensure the Private Bank client experience is delivered.

* Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process.

* Ensures service standards and metrics are met based on client banking needs and segmentation.

* Collaborates with WMA to deliver advanced planning techniques.

* Takes ownership for resolving clientÆs banking issues.

* Provides client with current industry trends and commands a thorough knowledge of banking products and solutions.

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

* Manages overall balance sheet, including both deposit and lending to increase profitability and enhance the client relationship.

* Ensures prospect/client information is appropriately entered, updated, and managed in CRM.

* Utilizes lending and credit expertise to deliver credit solutions best suited to meet the client objectives.

* Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings.

* Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality

SUPERVISORY RESPONSIBILITIES: None

Keywords: , Clarksville , Private Banker I, PR / Public Relations , Nashville, Tennessee