Associate Relationship Manager collaborating with Relationship Managers to support sales and client solutions at Fifth Third Bank. Engaging in financial and risk analysis tasks to drive positive customer experience.
Responsibilities
Partner with Relationship Managers in sales and servicing, performing analytical tasks as needed.
Assist in identifying and qualifying prospects with Relationship Manager or RM Team Leads.
Conduct industry research.
Create and maintain prospect profiles (including updates on CRM).
Create client presentations.
Work with Relationship Managers to identify client solutions.
Obtain and input prospect KYC due diligence information.
Conduct initial pricing analysis and generate relationship pricing model.
Draft initial deal screen / opportunity memos.
Attend and participate in client presentations at Relationship Managers request.
Requirements
Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
1-2 years of related commercial banking, finance, accounting or similar experience.
Novice knowledge of financial and risk analysis.
Novice knowledge of US economy and regulations.
Novice sales and business development acumen.
Experience with commercial lending credit policies and guidelines is preferred, but not required.
Knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems preferred, but not required.
Local / Regional market dynamics understanding is preferred, but not required.
Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills.
Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
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