Fifth Third Bank

General

• Partner with WMAs and One Bank partners to acquire and retain key client relationships by delivering comprehensive wealth strategies, with a focus on business owners and transition opportunities.
• Work directly with business owners to assess transition readiness, identify key risks and opportunities, and develop customized transition strategies spanning pre- and post-transaction phases.
• Align business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy goals.
• Lead development of integrated wealth plans across estate, tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities and model financial and tax implications of business transition scenarios, including sale, transfer, or recapitalization strategies.
• Coordinate preparation and review of client deliverables, including transition plans, financial models, and presentations.
• Present recommendations and coordinate execution of transition and wealth planning strategies in partnership with internal and external advisors.
• Lead a coordinated team approach across Wealth Management, Commercial, and Investment Banking partners to deliver a seamless client experience.

Business Transition Strategist

Account 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 brokerage 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

Platform Engineer

• The Senior Director, Platform Engineering will have the responsibility of people leadership, with all the responsibilities that people management and leadership entail and will interact and influence leaders across the organization drawing connections to all strategic priorities.
• The main responsibilities will include developing and coaching employees, removing impediments to performance, developing ways to enable collaboration, being a leader of the platform engineering craft, sharing best practices and executing insourcing strategies.
• The Senior Director will handle performance review, compensation and other core human resources processes for their team.
• Will need to work collaboratively across the Technology team and other internal groups.
• The Senior Director will be involved in strategic planning process.
• The incumbent will typically supervise other people leaders but may also have individual contributors.
• Responsible and accountable for the identification of risk by openly exchanging ideas and opinions, elevating concerns.
• They personally follow policies and procedures as defined and are accountable for always doing the right thing for customers and colleagues.
• The incumbent ensures that their actions and behaviors drive a positive customer experience.
• While operating within the Bank's risk appetite, the role achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Senior Director, Platform Engineering

Financial Planning and Analysis

• Completing the daily duties of underwriting and monitoring credit
• Performing analytical activities and identifying risks or issues
• Drafting credit approval documents and review memos for loans and other products
• Building proficiency in underwriting and completing the underwriting process
• Attending and supporting Portfolio Reviews as needed
• Monitoring Credit Excellence and initiating collection of financial statements
• Preparing succinct credit approval memos
• Completing ongoing portfolio monitoring and covenant tracking
• Verifying covenants and defining updates needed on ticklers
• Generating various pipeline and portfolio reporting as needed
• Preparing Criticized Period Reviews reports with oversight
• Running projection models with provided assumptions
• Maintaining a working knowledge of Bancorp credit policies, guidelines and procedures
• Performing Borrowing Entity PD Ratings and Obligation LGD Ratings

Credit Analyst – Financial Institutions

Operations

• Cover a broad area of responsibilities within Securities Services
• Perform activities inclusive of trade support, clearance/settlement/investigations
• Responsible for processing cash movement accurately and timely
• Researches and resolves questions from internal and external parties
• Serves as the first line contact for issues from administrators and investment staff

Securities Analyst I – Ops

• Evaluate, design and implement technology solutions to build and progress technology strategies with a line of business
• Be the application owner responsible for third party, purchased software aligned with a LOB
• Work with vendor to understand upcoming changes
• Design plans to ensure business continuity and effectiveness
• Monitor, analyze, and tune mainframe system performance (CPU, memory, I/O, workloads)
• Identify performance bottlenecks and implement corrective actions
• Analyze SMF/RMF data to provide actionable insights and recommendations
• Optimize WLM policies and service class definitions to align with business priorities
• Develop and maintain capacity models to predict future demand and growth
• Perform trend analysis and forecasting for CPU, DASD, and throughput requirements
• Collaborate with engineering and business teams to align capacity plans with strategic initiatives
• Support hardware upgrades, LPAR sizing, and infrastructure scaling decisions
• Perform z/OS system programming tasks including installation, configuration, and maintenance
• Tune system parameters (PARMLIB, JES2, WLM, SRM) for performance optimization
• Support and enhance system automation and health monitoring
• Maintain system software including SMP/E maintenance, patching, and upgrades
• Troubleshoot system-level issues impacting performance and availability
• Utilize performance tools such as RMF, SMF, OMEGAMON, or equivalent
• Generate reports and dashboards to communicate performance metrics to stakeholders
• Develop scripts or automation (REXX, Python, or similar) to improve efficiency
• 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
• Provide coaching, mentoring, and training for new or less experienced team members

Principal Platform Engineer

• 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.
• Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.

Commercial Relationship Manager II

Business Intelligence Analyst

• Process, reconcile and prepare investor reports for complex portfolios
• Reconciles investor remittances up to $40,000,000
• Maintain and enhance procedures and controls for reporting activity
• Assist in the preparation of audits
• Point of contact for investors regarding outstanding checks and remittance differences
• Provide support to resolve compliance or regulatory issues
• Monitor, research and resolve unapplied funds and outstanding receivables
• Ensure remittances are completed accurately and on time

Investor Reporting Analyst – Capital Markets

• 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.

Retail Personal Banker Associate I

• Become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program
• Use consultative sales process to meet financial needs of customers
• Maintain focus on acquiring new households and deepening existing customer relationships
• Process teller transactions and work as a member of the platform staff
• Accountable for customer experience and adhering to policies and procedures
• Achieve results by managing and reporting risks of all types

• Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals.
• Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives.
• Assumes overall responsibility for the residential mortgage loan from application to closing.
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
• Communicate with branches and/or applicants of providing timely updates and progress reports.
• Attend and participate in all Consumer Lending meetings as required by management.

Mortgage Loan Originator

Director

• Leads and directs Specialty Lending, portfolio management; credit quality, growth and profitability for the Specialty Line of Business across all states and geographic regions.
• Also accountable for Specialty Lending Processing activities.
• Drives all credit functions within the Specialty business.
• Manages relationships between the Regional Credit Centers and dealer customers in and out of footprint.
• Provides over limit authority in approving large credit requests.

Specialty Fulfillment Director

Analyst

• Support end-to-end underwriting and portfolio monitoring activities
• Independently execute most aspects of the underwriting process
• Analyze borrower and guarantor financial statements
• Prepare credit approval memoranda
• Manage ongoing portfolio monitoring activities
• Proactively identify emerging risks and escalate concerns
• Serve as a technical and analytical resource for junior analysts
• Contribute to special projects and process improvement efforts

Business Transition Strategist

Preferred Relationship Manager

Senior Director, Platform Engineering

Credit Analyst – Financial Institutions

Securities Analyst I – Ops

Principal Platform Engineer

Commercial Relationship Manager II

Investor Reporting Analyst – Capital Markets

Retail Personal Banker Associate I

Retail Personal Banker Associate I

Mortgage Loan Originator

Specialty Fulfillment Director

Senior Commercial Middle Market Credit Analyst