Receives Reviews and analyzes draft and final credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. Analyzes and interprets the loan approval to determine borrower, collateral, guarantor and loan requirements. Control point to confirm evidence of sufficient lending authority obtained on the credit approval. Manages wo

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 o

Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can do attitude, and portraying a willingness to help at all times. Have a developed rapport with the customer base and have knowledge of account ownership. Act with confidence b

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 o

Client Service Support the Estate Officer in all aspects of estate administration including communication with multiple beneficiaries, communication with outside advisors, and other internal partners. Frequent communication with clients via email and phone. Partner with the Estate Officer to retain client base by working with the client service team and partnering with in

Deepen Consumer and Small Business customer relationships by providing a memorable customer experience. Demonstrate and maintain a working knowledge about Fifth Third's products, services, processes, and internal resources to stay informed, guide and lead the team. Lead by example through consistent use of the consultative sales process to proactively identify the financi

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

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 o