FTIS Relationship Manager

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GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Relationship Manager serves as the primary contact for a large volume of assigned National and Regional institutional clients. Accountable for overall client satisfaction, client retention and revenue growth through cross-sales and product upgrades.  Knowledgeable across a breadth of Fifth Third Institutional products and services including retirement plan services, investment management solutions, and trust and custody solutions.

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. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develop close consultative relationships with C-suite and senior management decision-makers with assigned Institutional clients.
• Adherence to and measured against defined service and engagement model. Document interactions on a timely basis within the CRM system.
• Drive and maintain client engagement via customer feedback to achieve desired goals.
• Develop an in-depth knowledge of all FTIS products and services and their benefits to our clients to facilitate the expansion of existing relationships through cross-sales.
• Embrace and advocate Fifth Third Institutional Services mission, value propositions and points of differentiation.
• Analyze the financial services industry and/or client specific trends to consult with clients.
• Develop and close cross-sell opportunities utilizing the Consultative Selling Process, achieving annual sales goals assigned. Document the progress in CRM utilizing the corresponding FTIS Pipeline definitions.
• Assist Institutional Sales Officers with new business development by participating in prospect meetings and sales presentations.
• Develop strong internal relationships with Institutional Sales Officers, Commercial Relationship Managers, Corporate Bankers, Business Banking Relationship Managers, Private Bankers, Wealth Management Advisors, Institutional Portfolio Managers, and Fifth Third senior leadership, in order to facilitate our One Bank strategy of consultatively selling Fifth Third's full suite of financial products and services.
• Proactively manage client documentation, pricing, profitability and fee structures in accordance with approved pricing schedules and guidelines.
• Facilitate the implementation of new products and services and new client relationships.
• Work with client service team to ensure all internal compliance and proper documentations requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other bank policies, procedures and guidelines.
• Accountable for timeliness and accuracy of annual administrative file reviews in collaboration with client service team.
• Retain client base by working with the client service team to deliver the highest service and client standards.
• Schedule, prepare and facilitate client service and investment reviews with clients in accordance with the Client Engagement Model Guidelines. Document interactions on a timely basis within the CRM System.
• Review, approve and monitor fee invoices to ensure accurate billing and timely payment by clients.
• Work with Middle Office Representatives to identify areas to enhance client satisfaction, profitability and improve operational efficiencies for existing clients.
• Work closely with Client Service Managers and other FTIS personnel to holistically support clients.
• Represent the Fifth Third Bank in civic, government, community, charitable, banking, and professional groups and associations to develop contacts and new business opportunities, and to promote the Bank's positive image.

  SUPERVISORY RESPONSIBILITIES: None.

  MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree or equivalent work experience.  A major in Finance, Accounting, Economics, or Business Administration preferred.
• Five years’ work experience in Institutional Services or related Financial Services areas.
• Strong interpersonal, written and verbal communication skills.
• Solid presentation skills.
• Problem solving and analytical skills.
• Solid relationship management and collaboration skills.
• Proficient in the use of Microsoft Office software, including Word, Excel, and PowerPoint.

  WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of LCD screen.
• Occasional travel may be required to client meetings, which may include some overnight and/or long-distance travel.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.