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.

　　Private Bank Specialist- UL

　　GENERAL FUNCTION: Partners with Private Bank leadership or Wealth Management Advisors ) , and other team members to deliver the Private Bank experience to high net worth and ultra-high net worth clients and prospects. Collaborates with the Private Bank Team to consistently deliver high-quality client service and ensure service standards are achieved throughout the entire sales process including execution, delivery, and retention. Interacts directly with clients and prospects, building effective relationships to enhance the client experience. Assists the department with multiple aspects of client engagement including client event management, new business proposals, onboarding, and communication. Client retention and the consistent delivery of the Private Bank client experience are critical to this role.

　　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:

　　Support the onboarding process for new clients via Life 360, demonstrating system proficiency and mastering system functionality, including the ability to retrieve analytics and run illustrations.

　　Drive further integration of Life 360 in the Private Bank through incorporating client communications through this platform.

　　Support the Private Bank Team with all proposals for potential and existing clients. Create and coordinate materials as needed.

　　Manage the client event process for the Private Bank, ensuring Private Bank events are optimized and records are maintained in CRM.

　　Partner with Private Bank Team to achieve client satisfaction targets. Ensure proactive client conversations occur and close client contact is maintained through CRM and Team accountability. Drive and contribute towards strategic plan to achieve and exceed client satisfaction metrics.

　　Ensure prospect/client information is entered, updated, and managed in CRM, ensuring data integrity. Coordinate related paperwork.

　　Attend and participate in client meetings as needed.

　　Help drive improvement in departmental processes and individual client relationships. Identify and suggest improvements to client support practices, ultimately deepening client relationships.

　　Expand knowledge of investment techniques and products, trading strategies and market dynamics.

　　Perform other projects or duties as assigned.

　　SUPERVISORY RESPONSIBILITIES: None.

　　MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

　　College degree or equivalent experience desired; Bachelor’s degree in Finance, Economics, or Business Management preferred.

　　Three (3) years of related financial services experience.

　　Demonstrated ability to use Microsoft Office software including Word, Excel, and PowerPoint at intermediate or higher level.

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

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

　　Demonstrated strong interpersonal, verbal and written communication and presentation skills with excellent attention to detail.

　　Effective problem solving and analytical skills. Ability to meet deadlines under pressure utilizing effective and efficient time management and organizational skills.

　　Must be able to work independently with limited supervision.

　　Must be able to prioritize and effectively manage multiple tasks at once.

　　SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing Systems (NMLS).

　　Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior Brokerage experience preferred.

　　Develops strong negotiation, persuasion, and influence skills.

　　Professional presence displayed internally as well as externally within professional and community organizations.

　　WORKING CONDITIONS:

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

　　Extended viewing of CRT screen.

　　Minimal travel may be required.

　　Private Bank Specialist

　　LOCATION -- Naples, Florida 34108

　　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.

　　Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

　　Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.