Membership Advantage RM II

Location: Lexington
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Responsible for expanding and deepening the Fifth Third customer base by calling on businesses to provide our Membership Advantage program to employees. Manages a portfolio of Membership Advantage businesses to ensureretentionandexpansion of existing relationships. Services customer needs (directly or indirectly) in a professional manner. Through interaction with senior leadership at businesses, identifies new business and cross-sell opportunities. DemonstrateFifth ThirdBankCore Values in all actions: Integrity, Teamwork & Collaboration, Respect & Inclusion, and Accountability.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

. Calls on and partners with companies/organizations (at the Middle Market level and above) in offering the Membership Advantage program to its employees/members.

. Professionally presents Fifth Third products and services at employer/employee on-site meetings/seminars focusing on household acquisition and revenue growth

. Conducts financial education seminars to all levels of employees on topics such as home ownership, insurance, investments and personal credit.

. Serves as the company''s/organization''s ongoing relationship manager once a MA partnership is secured and manages a portfolio of MA companies/organizations.

. Serves as the primary interface between Commercial, Business Banking, and other LOB RMs relative to the development of new and management of existing MA partnerships. Assists in proposal generation and other communications with customer.

. Attends and actively participates in One Bank meetings as defined by partnership.

. Proactively manage lines of communication with other key internal bank partners such as Retirement Plan Services, Private Banking, Treasury Management, and Mortgage to ensure that key customer relationships are aligned with the appropriateareasofexpertise to best serve the customer in the One Bank environment.

. Independently on boards new companies/organizations to the BOB by proactively calling on Bank prospects/clients (Business Banking/Commercial).

. Utilizes the Consultative Sales Process in uncovering employer financial service needs.

. Coaches and mentors Financial Center teams to develop Membership Advantage partnerships and deliver presentations to clients below Middle Market.

. Develops detailed plans to meet or exceed assigned sales and customer service goals.

. Performs community outreach activities to expand portfolio (e.g., local events, chamber of commerce).

. Responsible for completing all training on schedule including small business sales, prospecting, networking and product knowledge.

SUPERVISORY RESPONSIBILITIES: None.

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