Middle Market Team Lead

Fifth Third Bank, National Association; Muskogee (OK); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Dallas, TX seeks a senior Relationship Manager to oversee a portfolio of clients, drive cross-sell initiatives, and ensure adherence to risk and underwriting standards.

The role focuses on maintaining strong client relationships, providing credit review, and leading sales efforts within a defined geographic area to maximize profitability for the bank.

Qualifications

• Bachelor's degree or equivalent experience.
• Typically 9+ years experience in credit training and underwriting.

Responsibilities

• Manage the sales process in a specific geographic marketing area.
• Maintain primary relationship contact for a portfolio of existing customers.
• Identify and facilitate cross-selling of bank services to move primary relationships to 5/3.
• Provide outstanding customer service and meet or exceed goals.
• Monitor loan risk and ensure documentation to determine acceptable risk.
• Participate in community affairs to promote the bank's image.

Skills

Relationship management

Credit underwriting

Sales leadership

Interpersonal communication

Excel/Word

Education

Bachelor's degree or equivalent

Job description

General Function

Oversees a number of Relationship Managers to insure adherence to corporate policy, provides credit and underwriting review as well as over limit credit approval, provides support and direction in the cross selling effort. Commercial Middle Market Team Leaders are expected to solicit participations in the public debt issuance of their clients. Current policy limits participation to those clients that have "investment grade" credit ratings. 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

Manage the sales process in a specific geographic marketing area. Maintains primary relationship contact for a portfolio of existing customers. Identifies and facilitate the cross-selling effort of all the bank's services. Ensure the overall relationship is managed to the highest profit potential for the bank. Identify and facilitate to businesses that do not maintain their primary banking relationship with 5/3, all the bank's services with the ultimate goal of moving the primary banking relationship to 5/3. Provide outstanding customer service. Meet or exceed goals stated in compensation plan document. Monitor, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk. Participate in various community affairs and projects to promote the image of the bank.

SUPERVISORY RESPONSIBILITIES

Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

Bachelor's degree or equivalent experience. Typically requires 9+ years experience in credit training and underwriting required. Excellent interpersonal skills, written and verbal communications skills required; ability to handle multiple tasks; demonstrated sales and negotiating experience. Word and Excel experience necessary.

BASE SALARY AND INCENTIVE COMPENSATION

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

BENEFITS

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION

Dallas, Texas 75225

EEO 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.