Fifth Third Bank
Commercial Relationship Manager
Fifth Third Bank, Jacksonville, Florida, United States, 32290
Commercial Relationship Manager
Join to apply for the
Commercial Relationship Manager
role at
Fifth Third Bank .
Location: Jacksonville, FL.
Salary: $141,960.00 – $213,200.00.
Employment type: Full‑time. Seniority level: Mid‑Senior level. Job function: Finance and Sales.
Essential Duties and Responsibilities
Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, and referral sources.
Develop and implement a business plan to achieve financial goals and qualitative measures.
Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt …) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance the client experience.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Analyze financial information provided to determine the credit request that should be pursued.
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Supervisory Responsibilities No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II.
Minimum Knowledge, Skills and Abilities Required
Bachelor's or Master's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, including detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life‑cycle optimizing financial solutions.
Communicates with impact to a group — understands the audience and adjusts communication as is appropriate for the level of detail needed for the audience; captures and holds the audience attention.
Ability to build strong internal partnerships to provide holistic solutions for clients' business and personal financial goals.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face‑to‑face negotiations.
Proven ability to work in a team‑based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional/local travel.
Working Conditions
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.
Benefits and Compensation Our extensive benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being. Base salary is reflective of salary levels for all roles within this pay grade across the U.S. In addition to the base salary, this role is eligible to participate in an incentive compensation plan.
Full details:
Benefits Page .
EOE Statement 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.
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.
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Commercial Relationship Manager
role at
Fifth Third Bank .
Location: Jacksonville, FL.
Salary: $141,960.00 – $213,200.00.
Employment type: Full‑time. Seniority level: Mid‑Senior level. Job function: Finance and Sales.
Essential Duties and Responsibilities
Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, and referral sources.
Develop and implement a business plan to achieve financial goals and qualitative measures.
Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt …) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance the client experience.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Analyze financial information provided to determine the credit request that should be pursued.
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Supervisory Responsibilities No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II.
Minimum Knowledge, Skills and Abilities Required
Bachelor's or Master's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, including detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life‑cycle optimizing financial solutions.
Communicates with impact to a group — understands the audience and adjusts communication as is appropriate for the level of detail needed for the audience; captures and holds the audience attention.
Ability to build strong internal partnerships to provide holistic solutions for clients' business and personal financial goals.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face‑to‑face negotiations.
Proven ability to work in a team‑based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional/local travel.
Working Conditions
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.
Benefits and Compensation Our extensive benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being. Base salary is reflective of salary levels for all roles within this pay grade across the U.S. In addition to the base salary, this role is eligible to participate in an incentive compensation plan.
Full details:
Benefits Page .
EOE Statement 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.
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.
#J-18808-Ljbffr