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Private Banker II

Location: Naples
Posted on: May 7, 2021

Job Description:

GENERAL FUNCTION: Serves as a banking specialist for client relationships typically with more than $500,000 in investable assets. 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 clientÆs goals.








ESSENTIAL DUTIES AND RESPONSIBILITIES:




ò Prospects for clients by sourcing and building own pipeline of clients/opportunities.




ò Earns referrals from clients and internal business partners and Center of Influence (COI).




ò Partners with the WMA, internal business partners and Centers of Influence in the sales process to maximize new business opportunities.




ò Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services.




ò 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.




ò Demonstrates highly developed sales, client contact and relationship management skills including development of targeted business plans and achieves targeted annual sales goal of $50,000 - $100,000 and annual revenue of $800,000 - $1,300,000.




ò Utilizes CRM to appropriately track prospects to close.




ò Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered.




ò Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process.




ò Ensures service standards and metrics are met based on client banking needs and segmentation (e.g. Professional Services practices, mix of larger individual relationships, etc.).




ò Collaborates with WMA to deliver advanced planning techniques.




ò Partners with internal and external service providers including Centers of Influence (e.g. attorney, accountant) to optimize Life360 effectiveness and efficiency.




ò Takes ownership for resolving clientÆs banking issues.




ò Provides client with current industry trends and commands a thorough knowledge of banking products and solutions.




ò Challenges and collaborates with the client to articulate and achieve their goals.




ò Manages overall balance sheet, including both deposit and lending to increase profitability and enhance the client relationship.




ò Ensures prospect/client information is appropriately entered, updated, and managed in CRM.




ò Utilizes lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objectives (e.g. estate planning strategies, concentrated stock positions, customized loans, etc.).




ò Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings.




ò Minimizes loan losses through proactive action on criticized assets and early identification of declining credit quality.








SUPERVISORY RESPONSIBILITIES: None

Keywords: , Cape Coral , Private Banker II, PR / Public Relations , Naples, Florida

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