Senior Commercial Relationship Manager

Fifth Third Bank

West Palm Beach (FL)

On-site

USD 120,000 - 150,000

Full time

20 hours ago
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Job summary

Fifth Third Bank is seeking a Commercial Relationship Manager II in West Palm Beach, FL to cultivate and manage a portfolio of commercial clients. You will lead a team-oriented sales approach, coordinate with internal partners, and tailor banking solutions to client needs, including treasury, capital markets, and wealth management offerings.

The role emphasizes strong credit analysis, relationship building, and the ability to travel regionally as needed, within a supportive, compliance-driven

Qualifications

  • Bachelor's or Master’s degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
  • Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
  • Formalized commercial credit training or equivalent credit experience required.
  • Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
  • Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
  • Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
  • Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
  • Proven ability to work in a team-based sales environment.
  • Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
  • Regional /local travel.

Responsibilities

  • Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
  • Develop and implement business plan to achieve financial goals and qualitative measurements.
  • Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships.
  • Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
  • Work with product partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
  • Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
  • Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
  • Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience.
  • Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
  • Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
  • Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
  • Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.

Skills

Relationship building
Sales skills
Financial analysis
CRM software
Microsoft Office
Verbal communication

Education

Bachelor's or Master’s degree in Business

Tools

CRM software
Microsoft Office

Job description

Fifth Third Bank is seeking a Commercial Relationship Manager II in West Palm Beach, FL to cultivate and manage a portfolio of commercial clients. You will lead a team-oriented sales approach, coordinate with internal partners, and tailor banking solutions to client needs, including treasury, capital markets, and wealth management offerings.

The role emphasizes strong credit analysis, relationship building, and the ability to travel regionally as needed, within a supportive, compliance-driven

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