Preferred Team Manager

Fifth Third; Town of Carmel (NY); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Salary with incentive plan

Comprehensive benefits

Job summary

Fifth Third Bank in Carmel, IN seeks a senior leader to drive delivery of retail, securities and insurance products. You will coach licensed bankers, lead sales performance, and ensure regulatory compliance across Retail and Brokerage channels.

The role emphasizes risk management, training, and collaboration with Retail leadership to meet growth targets while upholding Fifth Third policies. Ability to travel and oversee licensing is required.

Qualifications

• College degree or equivalent experience required.
• Series SIE, 7, 66, 24, and insurance licenses required.
• 7+ years’ experience in a sales environment and financial industry.
• In-depth knowledge of Retail and Brokerage policies and procedures to lead and supervise the licensed banker population.
• Strong verbal and written communications skills, excellent presentation skills, and strong PC skills.
• Must be able to collaboratively work in a team environment with subordinates, peers and upper management.
• SAFE Act registration via NMLS required.
• Willingness to travel and complete consultative selling skills certification as prescribed.

Responsibilities

• Consistently coach assigned Relat ionship Managers/Advisors using consultative sales skills to identify client needs and recommend solutions.
• Provide sales management direction to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.
• Inspect documentation and reporting to manage the team including household reports, FNA, credit queues and dashboards.
• Develop collaborative relationships with Retail leadership and partners to assess financial needs of customers.
• Facilitate educational updates for Licensed Bankers via seminars, calls, meetings, or online offerings.
• Manage the licensing process for licensed bankers in the territory in conjunction with Licensing Programs Manager.
• Participate in new licensed banker onboarding and coursework completion.
• Maintain knowledge of investment products distributed through the Retail channel.
• Oversee supervisory duties within the assigned territory.

Skills

College degree

Series SIE/7/66/24

Sales experience

Verbal & written comms

Presentation skills

PC skills

Education

Bachelor's degree or equivalent

Job description

GENERAL FUNCTION

This leadership role will be responsible for driving consistent execution of the delivery of retail, securities and insurance products and services. Will collaborate with both Retail and Brokerage leadership to lead sales performance and education for licensed bankers. Responsible for adherence to regulatory and Bancorp policies, procedures and compliance within assigned territory. 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

• Consistently coach assigned Preferred Relationship Managers/Advisors using consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.
• Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.
• Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to household reports, financial center p/l's, financial needs assessments (FNA), credit queue's and all dashboards.
• Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.
• Facilitate educational updates and requirements for Licensed Bankers utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure bankers are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.
• Manage the licensing process for the licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.
• Participate in new licensed banker onboarding to include licensed banker orientation and required coursework completion.
• Maintains knowledge regarding Investment products distributed though out the Retail channel.
• Responsible for all FTS supervisory duties within assigned territory.

SUPERVISORY RESPONSIBILITIES

• Position is part of the Series 24 principal management matrix with Series 24 principal supervisory responsibility of licensed bankers in an assigned territory.
• Direct supervision of Preferred Relationship Managers/Advisors in assigned territory.
• Provides employees timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; develop appropriate talent pool to ensure adequate bench strength and succession planning; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE & SKILLS REQUIRED

• College degree or equivalent experience required.
• Series SIE, 7, 66, 24, and insurance licenses required.
• Requires 7+ years’ experience in a sales environment and financial industry.
• Position requires in-depth knowledge of Retail and Brokerage policies and procedures in order to effectively lead and supervise the licensed banker population.
• Requires strong verbal and written communications skills, excellent presentation skills, and strong PC skills.
• Must be able to collaboratively work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers and upper management.
• Work requires excellent organizational skills and the ability to multi-task and to be flexible.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
• The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed Ability to travel required.

BENEFITS AND COMPENSATION

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. 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. 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.

LOCATION

Carmel, Indiana 46032

NOTE ON AGENT RESUMES

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes- no matter how they are submitted- will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

EMPLOYMENT OPPORTUNITY 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.

ABOUT FIFTTH THIRD BUSINESS

Fifth Third is a bank that is as long on innovation as it is on history. Since 1858, we have been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation's highest performing regional bank, but to be the bank people most value and trust.