Fifth Third Bank

Financial Planning and Analysis

• Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
• May handle a large book of clients with more complex financial profiles.
• Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory.
• Design and customize coaching sessions to train bankers on investment strategies and product solutions.
• Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
• Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
• 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.

Investment Executive, Financial Advisor

Sales

• Perform duties relating to the origination of residential mortgage loans
• Meet management standards for mortgage loan sales and cross-selling
• Assume responsibility for the residential mortgage loan process
• Manage team of at least 5 Mortgage Loan Originators (MLOs)
• Develop referral source relationships and sales culture
• Monitor compliance issues and ensure quality levels of loan originators

Area Sales Manager

Account Manager

• Partner with RMs to support sales and servicing activities.
• Assist in identifying and qualifying prospects through industry and client research.
• Create and maintain client management records in iris, including client profiles and opportunity pipelines.
• Prepare and contribute to client presentations and proposals.
• Attend and actively participate in client meetings and presentations.
• Collect and input KYC due diligence information.
• Conduct initial pricing analysis and generate relationship pricing models.
• Draft initial deal screens and opportunity memos.
• Engage in direct client contact to support relationship development.
• Identify new business opportunities and apply consultative selling strategies.
• Conduct initial outreach to prospective clients and facilitate introductions to Relationship Managers.
• Support Relationship Managers in the negotiation, advancement and closure of proposals.

Associate Relationship Manager

Platform Engineer

• Evaluate, design and implement technology solutions to build and progress technology strategies with a line of business.
• Be the main liaison with software vendor(s) for systems utilized by a particular line of business.
• Stay abreast of upcoming changes and enhancements in vendor’s software and how those changes will impact the business.
• Work with the line of business to design solutions to incorporate software changes and effectively work with business partners to ensure effective implementation.
• Implement and maintain new features and capabilities while continuously improving the quality of our technical products and services.
• Contribute to a culture of continuous improvement.
• Provide operational support and troubleshooting for your team’s products and services.

Lead Platform Engineer

Financial Crime

• Investigates, monitors and reports on cases involving potential threats to the Bank to ensure compliance with regulatory requirements.
• Responsible for filing applicable reports and escalating financial crime related matters when appropriate.
• Reviews and Analyzes system activity and generated alerts in accordance with Financial Crimes Compliance expectations.
• Ability to analyze Financial Crimes and Fraud related triggers related to risk activity.
• Appropriately escalates matters associated with Financial Crimes activity that warrants engagement from supervisory staff.
• Prepares Reports and recommends appropriate follow-up.
• Provides Financial Crimes related Support and Works with the first line of defense for the bank.
• May provide customer support to internal and external customers.
• Works with various business units to understand the Financial Crimes and Fraud alerted activity and to ensure compliance with laws.

Financial Crimes Specialist

Business Analyst

• Helps to identify and define systems and business line (LOB) needs and requirements.
• Coordinates development and support for new and existing applications or product solutions.
• Plays a key role in the planning, testing and implementation of process and project enhancements and IT conversions.
• Ensures system enhancements follow the appropriate guidelines, meet or exceed user requirements and are completed in a timely fashion.
• Partners with relevant parties, including LOB and IT in the research and resolution of system and process issues.
• Identifies, researches and analyzes production problems, develops solutions and resolves problems.
• Provides input into the creation of detailed project plans, work assignments, target dates and other aspects of assigned projects.

Senior Business Analyst

Engineer

• Design and implement technology solutions using modern engineering tools and Agile practices
• Work with self-directed, cross-functional, and product-oriented teams in a highly collaborative environment
• Deliver some of the bank's most important products and services while developing skills and experience well beyond your initial role
• Develop and maintain Newline's core RESTful API using Ruby on Rails
• Work with SRE's to design and implement our backend infrastructure using Terraform
• Work with the QA team to write thorough unit and integration tests
• Participate in software architecture discussions and code reviews
• Integrate our platform with bank core services and APIs
• Assist in establishing data security and information security best practices
• Participate in API platform scaling and optimization sessions
• Develop Newline's internal data pipeline and BI tools
• Implement and maintain new features and capabilities while continuously improving the quality of our technical products and services
• Build and share technical expertise with your Agile team and other members of the organization
• Follow industry and organizational best practices and standards, and participate in company communities of practice to continuously refine and communicate them
• Contribute to a culture of continuous improvement
• Achieve operational excellence by automating processes and creating maintainable, supportable, and testable solutions
• Keep up with technology trends and innovations in your field(s) of practice
• Provide operational support and troubleshooting for your team’s products and services
• Maintain appropriate controls and documentation to ensure compliance with all company and regulatory requirements
• Provide coaching, mentoring, and training for new or less experienced team members
• Provide leadership and guidance to your team in your technical field(s) of expertise
• Other duties as assigned

Principal Technical Engineer

Consultant

• Serve as the primary point of contact for small business clients
• Guide clients through loan options and closing procedures
• Analyze small business loan applications
• Coach branch teams on loan pipeline management
• Collaborate with business banking and credit teams

Small Business Lending Consultant

• Manage business relationships and customer experience for companies with annual sales between $2-$5MM.
• Assist business owners in achieving financial goals through tailored financial solutions.
• Focus on customer retention and growth through consultative sales and referrals from customers and branch partners.
• Use sales and marketing tools to proactively reach out to business customers and set appointments for financial reviews.
• Partner independently with various bank teams to provide comprehensive solutions.
• Monitor customer accounts and manage operational risks.

Business Client Relationship Manager

Customer Support

• Under minimal supervision, position handles complex customer interactions (email, phone, etc.), providing outstanding customer service by answering customer's questions and solving the problem by using job knowledge and the information available.
• Acts as the Subject Matter Expert (SME) fully utilizing knowledge of complex Commercial, TM and Business Banking products to the servicing of products such as Fifth Third Direct, ACH/Wire, EDM, Lockbox and others.
• Assists in the management of the system issues experienced by clients by using mainframe, software applications, and CRM / IRIS systems.
• Manages time efficiently to ensure completion of assigned complaints/tasks while contributing to established department service standards and individual productivity goals.
• Interacts effectively with multiple teams within the Healthcare Banking Vertical, Treasury Management, Central Operations and Payment Operations organizations.

Practice Support Specialist I

• Acts as a primary liaison between sales and clients
• Participates in sales calls at the request of the sales team
• Ensures highest level of client experience by taking a proactive approach
• Provides service request documentation within CRM
• Supports development of client proposals/presentations
• Prepare, generate, and distribute recurring reports as needed by management
• Manage new customer onboarding process
• Drive problem resolution with escalated client issues

Practice Support Specialist II

Manager

• A Senior Portfolio Manager will have primary responsibility for managing a portfolio of commercial loans and ancillary credit exposure through their review of updated financial statements and proactive monitoring of the business.
• Includes client interaction, managing portfolio risk, and adhering to policy and regulatory guidelines.
• Analyze historical financials and projections to ensure accurate risk ratings.
• Manage approval and documentation process for loan extensions, amendments, waivers and ancillary products, including treasury management, FX, interest rate derivatives, and commodity exposure.
• Actively involved in the recruiting, training and mentoring of junior team members to enhance their skills and performance.
• Create and deliver comprehensive portfolio performance reports and presentations for senior management, offering strategic insights and high-level recommendations.

Senior Portfolio Manager – International Corporate Banking

• Manage a portfolio of commercial loans and ancillary credit exposure
• Lead diligence calls with clients
• Analyze financials and projections to ensure risk ratings
• Ensure compliance with policies and regulations
• Create and deliver portfolio performance reports and presentations for senior management

Senior Portfolio Manager – Metals, Materials & Construction

• Lead a team of analytics and strategy professionals for the Fraud Strategy & Analytics team
• Design, lead, and implement analytics, technology, and process improvement decisions focused on digital account controls
• Utilize descriptive and predictive approaches to mitigate fraud trends
• Lead and mentor junior analytics professionals
• Work cross functionally with the Fraud Strategy & Analytics team and other stakeholders
• Provide ad hoc support for operations, strategy, and leadership analytics requests

Senior Quantitative Manager – Fraud New Account Screening

Analyst

• Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed
• Use critical thinking to identify and draft documentation
• Responsible for regularly completing indicative credit information into Banking Systems with little to no errors
• Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's
• Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations
• Identify and determine monitoring analysis activities required
• Verify covenants and define updates needed on ticklers
• Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action
• Responsible for assessing covenant compliance reporting and identifying issues
• Review covenant compliance certificates to understand performance and determine actions
• Update financial covenants and calculations as needed
• Run Probability of Default (PD) model with oversight
• Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team
• Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight
• Prepares ALSR reports with oversight
• Responsible for running risk and projection models with oversight assumptions provided
• Responsible for completing underwriting process with limited oversight
• Create and complete a CAM with little to no errors
• Review and re-write renewals for deals of limited complexity
• Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings
• Support Portfolio Managers and special projects
• Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary.
• May assist with training of new employees.
• May work on special projects as assigned by management.