Fifth Third Bank

Advisor

• Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients
• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities
• Utilizes Life360 Discovery process to profile clients and identify their needs
• Acts as a Core Team Member to identify opportunities with new and existing bank customers
• Demonstrates proficiency in consultative and advice-driven sales
• Develops and strategically executes personal business plan to achieve defined revenue and business objectives
• Collaborates with a customized team of specialists to deliver high-quality client service
• Ensures service standards and metrics are met based on needs and risk management
• Coordinates and collaborates with client third party advisors
• Leads the 90-day client on-boarding process
• Acts as primary point of contact for client advisors within the Bank

Wealth Management Advisor

Account Manager

• Responsible for acquisition, growth, and retention of bank customers
• Proactively contact and service customers in sales and service of bank products
• Conduct needs-based assessments of prospective and existing clients
• Engage partners to fulfill client financial needs
• Utilize and promote the Retail Consultative Sales process
• Collaborate with internal sales partners to increase referral opportunities
• Retain and grow current and next generation wealth
• Identify, assess, manage, monitor, and report risks of all types
• Execute retail strategies and tactics to increase Preferred Program households
• Build relationships with customers as a trusted advisor
• Maintain sales and service environment by participating in center huddles and meetings
• Provide guidance in referral/sales process focusing on Preferred customers
• Keep current on business industry activity and economic environment

Relationship Manager

• Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals
• Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process
• Demonstrate ability to simplify and communicate complex financial concepts
• Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities
• Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers
• Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive
• Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events
• Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs

Preferred Relationship Manager

• A sales position responsible for the acquisition, growth, and retention of bank customers, focusing on our Preferred Program customers and mass affluent prospects.
• Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base.
• Engage partners to fulfill client financial needs.
• Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
• Build deep relationships with customers to earn status as trusted advisor.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Maintain the sales and service environment by actively participating in financial center huddles and meetings.
• Provide guidance to the Financial Center team in the referral/sales process.

• A sales position responsible for the acquisition, growth, and retention of bank customers.
• Proactively contact and service customers in the sales and service of bank products.
• Conduct needs-based assessment of the prospective and existing client base.
• Engage partners to fulfill client financial needs.
• Utilize and promote the Retail Consultative Sales process.
• Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
• Retain and grow current and next generation wealth.
• Responsible and accountable for risk by openly exchanging ideas and opinions.

• A sales position responsible for the acquisition, growth, and retention of bank customers.
• Proactively contact and service customers in the sales and service of bank products.
• Conduct needs-based assessment of the prospective and existing client base.
• Engage partners to fulfill client financial needs.
• Utilize and promote the Retail Consultative Sales process.
• Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
• Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer and proactively providing new solutions for current and future financial needs.

• Develop subject matter expertise in fiduciary related areas
• Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
• Anticipate clients service offering needs and coordinate with partners along with external advisors
• Actively participate in expanding and deepening existing relationships
• Oversee the administration of trust accounts, ensuring compliance with trust documents and legal requirements

Trust Advisor – Special Needs Trust

Research Engineer

• Develop a strong understanding of Fifth Third Bank’s current and future-state technology and product architecture
• Help shape the bank’s evolution as a product-led enterprise built on a modern technology foundation
• Identify and prioritize opportunities to expand enterprise technology capabilities in support of customer and product innovation
• Partner with engineers, architects, and line-of-business leaders to envision, demonstrate, and develop new or improved financial products, business processes, and technology-enabled capabilities
• Lead end-to-end data workflows including extraction, transformation, and loading (ETL) from structured and unstructured sources; perform quantitative and qualitative analysis; and develop interactive dashboards and visualizations (e.g., Power BI) to support decision-making, stakeholder reporting, and product insights
• Identify, evaluate, and benchmark fintechs and emerging startups by analyzing their technology architecture, product capabilities, business models, and financial viability; synthesize findings into comparative assessments and strategic recommendations aligned to enterprise priorities and market relevance
• Influence enterprise thinking on the future of technology across innovation, software development, fintech, artificial intelligence, and digital assets
• Lead or contribute to research and evaluation of emerging design, technology, industry, and market trends
• Translate customer needs, competitor activity, industry shifts, and technology developments into actionable insights
• Provide technical leadership, guidance, and mentorship to team members and partners
• Recognize meaningful patterns across industry, technology, and cultural change and explain their business impact
• Design solutions with the broader business and technology ecosystem in mind
• Apply structured problem solving and root cause analysis to address challenges and uncover new opportunities
• Recommend technology options and design approaches to senior leaders and key stakeholders
• Create compelling narratives, demonstrations, prototypes, and communications that bring concepts to life
• Share lessons learned, best practices, and new ideas across the team and broader organization

Lead Innovation Software Engineer

Banker

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Personal Banker Associate I

Client Services Representative

• Lead and manage a team of Commercial Loan Servicing Advisors
• Ensure accurate execution of loan servicing activities and adherence to SLAs
• Oversee daily servicing activities and resolution of borrower inquiries
• Identify process improvement opportunities and promote operational excellence
• Ensure compliance with internal policies and regulatory requirements

Lead, Commercial Loan Client Service Advisors

Financial Planning and Analysis

• Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
• May handle large book of clients with more complex financial profiles
• Achieving sales goals while serving the clients' best interests
• Plan and conduct individual and group coaching sessions with retail bank employees
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers
• Handle daily client needs and problems and prioritize and delegate tasks to resolve
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework
• Prepare necessary internal reports for sales tracking
• Conduct internal and external seminars to focus on business development and growth
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
• Serves as a coach and mentor for licensed bank employees.

Investment Executive, Financial Advisor

Manager

• Provide effective management of trust real estate and special assets for the Private Bank
• Oversee a portfolio of 50-100 residential properties
• Coordinate property management and negotiate purchases, sales, and leases
• Provide oversight for renovations and repair projects

Asset Manager

• Provide pro-active and effective management of trust real estate and other special assets for the Private Bank.
• Responsible for risk by openly exchanging ideas and opinions, raising concerns, and following policies and procedures.
• Achieve results by identifying, assessing, managing, monitoring, and reporting risks of all types.
• Provide oversight for a geographically dispersed and diverse portfolio of 50-100 mostly residential properties.
• Coordinate all aspects of property management within dynamic environments.
• Assume leadership in oversight and negotiations of purchases, sales and leases of real trust real estate.
• Provide communication with trust officers, clients, attorneys, brokers, contractors, and other service providers.
• Provide oversight services for renovations, modifications and repair projects for assigned properties.

Associate

• Supports the Regional Trust Real Estate Manager in servicing the client base.
• Ensures greater client satisfaction, retention, and compliance.
• Works extensively with trust system.
• Assists with preparation of Regulation 9 real estate reviews.
• Assists with obtaining title insurance and appraisals.
• Participates on client sales and service calls as needed.
• Provides back-up support with client communication and problem solving.
• Fosters positive professional and customer relationships.
• Works with Administrative Service Group (ASG) to process real estate related bills.
• Provides necessary maintenance/interfaces for trust and real estate accounting systems.
• Pro-active with a sense of urgency for client services and completion of projects/tasks.
• Assists with property inspections and meeting third-party vendors.

Asset Associate

• Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program
• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
• Establish close working relationships with assigned Business Partners, referring customers when appropriate to provide timely and holistic financial solutions
• Consistently meet/exceed customer experience and individual/team production goals
• Provide guidance to CSRs with respect to the sales and referral process
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure

Wealth Management Advisor

Relationship Manager

Preferred Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager

Trust Advisor – Special Needs Trust

Lead Innovation Software Engineer

Personal Banker Associate I

Lead, Commercial Loan Client Service Advisors

Investment Executive, Financial Advisor

Asset Manager

Asset Manager

Asset Associate

Personal Banker I – GA East Region