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
to ensureretentionandexpansion 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
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
. Serves as the company''s/organization''s ongoing relationship
manager once a MA partnership is secured and manages a portfolio of
. 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
. 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 the appropriateareasofexpertise 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
. 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
. 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
SUPERVISORY RESPONSIBILITIES: None.