Fifth Third Bank Membership Advantage RM II (West Michigan) in KALAMAZOO, Michigan
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
In Retail at Fifth Third Bank, we continue to focus on delivering a world-class customer experience by keeping the customer at the center of everything we do. Our teams are fully committed to working as One Bank to provide our customers the financial support they need when they need it. Being a Fifth Third better means we are there for our customers and ready to earn their trust and confidence when providing solutions for their needs.
GENERAL FUNCTION: Responsible for expanding and deepening the Fifth Third customer base by calling on businesses to provide our Membership Advantage program to employees. Manages a portfolio of Membership Advantage businesses toensureretentionandexpansion of existing relationships. Services customer needs (directly or indirectly) in a professional manner. Through interaction with senior leadership at businesses, identifies new business and cross-sell opportunities.DemonstrateFifth ThirdBankCore Values in all actions: Integrity, Teamwork & Collaboration, Respect & Inclusion, and Accountability.
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:
. Calls on and partners with companies/organizations (at the Middle Market level and above) in offering the Membership Advantage program to its employees/members.
. Professionally presents Fifth Third products and services at employer/employee on-site meetings/seminars focusing on household acquisition and revenue growth
. Conducts financial education seminars to all levels of employees on topics such as home ownership, insurance, investments and personal credit.
. Serves as the company's/organization's ongoing relationship manager once a MA partnership is secured and manages a portfolio of MA companies/organizations.
. Serves as the primary interface between Commercial, Business Banking, and other LOB RMs relative to the development of new and management of existing MA partnerships. Assists in proposal generation and other communications with customer.
. Attends and actively participates in One Bank meetings as defined by partnership.
. Proactively manage lines of communication with other key internal bank partners such as Retirement Plan Services, Private Banking, Treasury Management, and Mortgage to ensure that key customer relationships are aligned with theappropriateareasofexpertise to best serve the customer in the One Bank environment.
. Independently on boards new companies/organizations to the BOB by proactively calling on Bank prospects/clients (Business Banking/Commercial).
. Utilizes the Consultative Sales Process in uncovering employer financial service needs.
. Coaches and mentors Financial Center teams to develop Membership Advantage partnerships and deliver presentations to clients below Middle Market.
. Develops detailed plans to meet or exceed assigned sales and customer service goals.
. Performs community outreach activities to expand portfolio (e.g., local events, chamber of commerce).
. Responsible for completing all training on schedule including small business sales, prospecting, networking and product knowledge.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
. College degree or equivalent experience that will provide for the presentation of a strong business acumen.
. Minimum 5 years successful B2B, face to face sales experience in a goal and/or commission-based environment.
. Workplace Banking experience preferred.
. Excellent project management and communication skills in written, verbal, and presentation formats- including presentations to large groups and diverse audiences. Ability to manage projects utilizing strong prioritization skills.
. Organizational, problem-solving and teamwork abilities.
. Self-discipline and self-motivation.
. Ability to understand retail policies and procedures in order to utilize good judgment in making sound decisions.
. Ability to present a professional image to the public. Proven ability to collaborate with, influence and present to all levels of employee/management.
. Computer skills such as MS Office (Outlook, Excel, Word, PowerPoint, etc.).
. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
. Normal office environment with little exposure to dust, noise, temperature and the like.
. Extended viewing of CRT screen.
. Moderate local travel.
Fifth Third Bank 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.