Vista previa generada por IA
Senior Private Banker role in Dallas – manage high-net-worth client relationships and drive private banking solutions.
Join Fifth Third Bank to lead deposit and lending strategies, deliver customized financial plans and excel in risk management.
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:
Serves as a banking specialist for high net worth and ultra high net worth client relationships 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 client's goals
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 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 based on client goals.
- 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 annual target sales goal.
- Utilizes CRM to appropriately track prospects to close.
- Collaborates with WMA and other specialists to ensure the Private Banking 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 (e.g. ultra-affluent, inherited wealth, etc.).
- Collaborates with WMA to deliver advanced planning techniques.
- Partners with internal and external service providers including, Centers of Influence (e.g. attorney, accountant), to optimize Life360 effectiveness and efficiency.
- Takes ownership for resolving client's 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 sophisticated credit solutions best suited to meet the client objectives (e.g. stock option financing, unique assets, customized loans, etc.).
- 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.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
BS/BA is required. Business Administration, Finance, Economics is preferred; MBA is preferred.
Brings a minimum of 8 years of successful sales/client service experience in commercial, business and/or private banking services industry.
Experienced operating in an environment that stresses both individual accountability and team-based performance.
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
Strong credit, underwriting, and loan structuring skills.
Ability to analyze financial statements.
Demonstrates in depth knowledge of banking issues and possess at least one area of specialized expertise.
Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
Uses effective problem solving and analytical skills.
Displays a professional presence within professional and community organizations.
Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, PowerPoint and Access.
Serves as a mentor to Private Banking associates.
Senior Private Banker
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75201
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.