Post job

DFCU Financial jobs in Tampa, FL - 29 jobs

  • VP, Branch Manager - Business Development - Kennedy branch

    DFCU Financial 4.7company rating

    DFCU Financial job in Tampa, FL

    Are you a dynamic leader with a passion for business development and relationship building? As VP, Branch Manager - Business Development, you'll be at the forefront of driving growth, leading your branch team, collaborating with top-tier business partners through joint calling activities, and leading initiatives that make a real impact. This is your opportunity to leverage your expertise, expand our market presence, and shape the future of our branch by building strong client/member relationships and delivering exceptional financial solutions. If you thrive on developing business and leading high-performing teams, we want you on our team! The Opportunity: We are seeking a VP Branch Manager - Business Development for our Kennedy branch. What You'll Do: Branch Leadership and Management Oversee day-to-day operations of the branch to ensure efficient and effective service delivery. Lead, coach, and develop branch staff to achieve performance goals and maintain high standards of member service. Monitor and manage branch performance metrics, including sales targets, member satisfaction, and operational efficiency. Ensure compliance with all regulatory requirements, policies, and procedures. Member Service Excellence Foster a member-centric culture by ensuring all staff provide exceptional service and personalized financial solutions. Assist members with their personal and business banking needs. Resolve complex member issues and complaints promptly and effectively. Regularly review and enhance service processes to improve member experience and satisfaction. Sales and Business Development Drive branch sales initiatives to meet and exceed sales targets for products and services. Identify opportunities for cross-selling and upselling to enhance member relationships and financial well-being. Develop and implement strategies to attract new members and deepen relationships with existing members. Periodically attend joint calls with lines of business partners and prospective members/members. Community Engagement and Networking Represent DFCU Financial at community and networking events to build and strengthen community relationships. Actively participate in local business groups, chambers of commerce, and other relevant organizations. Promote DFCU Financials brand and services within the community to attract new business and household accounts. Operational Excellence Ensure operational processes are followed accurately and efficiently to minimize risk and enhance service quality. Conduct regular audits and reviews to ensure compliance with internal and external standards. Implement best practices for cash management, security, and fraud prevention. What You'll Need: Bachelor's degree in business, Finance, or a related field preferred. Minimum of 5 years of experience in financial services, with at least 2 years in a management role. Strong leadership and team-building skills with a track record of driving performance. Excellent communication, interpersonal, and problem-solving abilities. Proven ability to develop new business and build and maintain relationships within the community. Results driven and proactive with the ability to thrive in a fast paced, dynamic environment. Consistent positive, cooperative, self-motivated, courteous and professional attitude. Knowledge of credit union products, services, and regulatory requirements. Proficiency in financial software and Microsoft Office Suite.
    $105k-143k yearly est. 11d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Full Time Vault Teller - Carrollwood branch

    DFCU Financial 4.7company rating

    DFCU Financial job in Tampa, FL

    Are you a detail-oriented professional with a passion for accuracy and security? As a Vault Teller, you'll play a critical role in managing cash operations, balancing vault transactions, and ensuring branch efficiency. You'll work closely with the branch team, maintain compliance with vault procedures, and provide exceptional service by identifying financial opportunities for our members. If you thrive in a fast-paced environment, have strong cash-handling experience, and enjoy contributing to a team's success, we'd love to have you on board! The Opportunity: We are looking for a full time Vault Teller to join our team at our Carrollwood branch in the Tampa area. What You'll Do: Balance vault and branch transactions. Compliance with established vault processes. Maintain branch operations log book and associated tasks. Open cash box daily and work on the cash line. Meet personal sales goals. Approve transactions as authorized. Assist co-workers with transactions and procedures, as requested. Complete daily work accurately and in a timely manner. Make decisions, when necessary, according to policy and procedure and within approved limit. Provide superior service to members by actively promoting and communicating financial opportunities. Refer interested members while maintaining quality standards. Assist in the efficient operation of the cash area. Maintain product knowledge to efficiently serve members. Keep current on individual and team sales and service results. Participate in the Branch Team Development program. Support the organizational goals and values. Flexible work schedule; ability and willingness to work at any one of our branch offices. Additional meeting and training times required; travel may be required. What You'll Need: High school diploma, or equivalent. One year goal driven sales experience in a financial or retail environment. Two years cash handling experience in a financial institution, preferred. Financial institution vault experience required. Exceptional analytical and problem-solving skills. Excellent interpersonal skills including effective verbal and written communication. Ability to move or lift up to 50 lbs., usually coin. Computer literate. Consistent positive, cooperative, self-motivated, courteous and professional attitude. Demonstrated ability to multitask. Demonstrated ability to function as a team player. Ability to perform with minimum supervision.
    $33k-39k yearly est. 10d ago
  • Senior Trust Advisor

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives. 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 ensure 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 DUITES AND RESPONSBILITIES: * Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client's unique personal situation and values. * Anticipate clients' Private Bank service offering needs and coordinate with Private Bank and One Bank partners along with external advisors. * Actively participate with the Private Bank team by providing support related to expanding and deepening existing relationships. * Actively participate with the Private Bank team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies. * Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings, and best practice advice. * Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies. * Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal. * Possess strong technical understanding of complex fiduciary documents and strategies. * Coordinate appropriate Private Bank resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained. * Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank's ability to meet those needs. * Play a key role in overall client satisfaction and retention. * Identify at-risk clients and proactively work to resolve all client issues to drive retention. * Maintain accurate and up-to-date records of all trust activities. MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: * Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred. * Minimum of 8-10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships. * Strong knowledge of trust and estate laws and regulations as well as industry standards and practices. * Demonstrated ability to advise and deliver on complex fiduciary strategies. * Demonstrated proficiency in exercising fiduciary judgement and discretion. * Excellent interpersonal and communication skills to deliver best-in-class client experience. * Ability to work in a team orientated/matrix environment. * Ability to manage multiple priorities and meet deadlines. * Proficiency in and Microsoft Office Suite. * High ethical standards and a commitment to fiduciary responsibility. * Exhibits a sense of urgency and continuous improvement mindset. Senior Trust Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $83k-100k yearly est. Auto-Apply 37d ago
  • Personal Banker Associate I - Bayonet Point, FL

    Fifth Third Bank 4.6company rating

    Bayonet Point, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: * 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. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or work experience providing transferrable skills, or, combination of education and experience. * Experience in the financial industry preferred. * Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. * Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: * Normal office environment. * Extending viewing of computer screens. * This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. * Travel outside of the affiliate will be required for various classroom training sessions. LI-DS1 Personal Banker Associate I - Bayonet Point, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Hudson, Florida 34667 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $30k-35k yearly est. Auto-Apply 41d ago
  • Commercial Relationship Manager

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have extensive knowledge and experience working with high revenue, more complex relationships. This role is expected to solicit participation in public debt issuance for clients. This role is expected to activity participate in community activities. 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: * Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources. * Develop and implement a business plan to achieve financial goals and qualitative measures. * Work closely with Fifth Third internal 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 Mgmt., Capital Markets, and Wealth Mgmt 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 sells skills, commercial playbook principals and call reporting plans to enhance the client experience. * Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. * Analyze financial information provided to determine the credit request that should be pursued. * Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. * Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). SUPERVISORY RESPONSIBILITIES: No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED: * Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. * Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred. * Formalized commercial credit training or equivalent credit experience required. * Underwriting experience preferred. * Proven track record of partnership with investment bankers to provide strategic and capital market advice. * Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience. * Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles. * Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options. * Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions. * Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention. * Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals. * Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes. * Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. * Proven ability to work in a team-based sales environment. * Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred. * Regional /local travel. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of CRT screen. * Frequent travel possible depending on assignment. Commercial Relationship Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $68k-86k yearly est. Auto-Apply 5d ago
  • Mortgage Loan Originator.

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. 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 referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Must have at least two years of mortgage lending experience. Must have an established local book of referral sources. Must have existing mortgage sales of $1 million per month. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI MC1 Mortgage Loan Originator. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33609 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $32k-36k yearly est. Auto-Apply 24d ago
  • Financial Center Manager Associate- Tampa, FL

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: * Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification * Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience * Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team * Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs * Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support * Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies * Learn to cultivate a One Bank culture that proactively collaborates with business partners * Participate in activities that benefit the communities we serve * Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee * Additional duties as assigned SUPERVISORY RESPONSIBILITIES: Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or two (2) or more years of leadership experience in a sales environment * Ability to professionally represent Fifth Third Bank in verbal and written communication * Capable of analyzing credit and financial information * Ability to successfully execute and coach sales activities * Exhibits business acumen * Demonstrated ability in making sound decisions * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: * Normal office environment. * Extended viewing of computer screens. * Periodic travel within the Bancorp footprint to attend meetings and/or training. * #LI-DS1 Financial Center Manager Associate- Tampa, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $91k-110k yearly est. Auto-Apply 15d ago
  • Regional Middle Market Banking Executive

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Direct responsibility for strategy, execution and overall leadership of the Affiliate Wholesale LOB to drive the achievement of growth revenue, P&L objectives, operational & regulatory, client experience and employee engagement goals. Directs, coaches and leads execution of Wholesale Strategy including Playbook execution, annual business planning, portfolio segmentation, business development & client relationship strategies. Establishes sales goals for team members, and ensures that team members meet and strive to exceed goals, and adhere to the Bank's policies, procedures and regulatory requirements. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced team members and build partnerships with talent available in the market, talent identification, and cultivating those relationships. Key member of affiliate executive leadership team reporting directly to the Affiliate President. Typically utilized in large affiliates. 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: Performance and Talent Management: Provide RMs and Team Leads support, ongoing feedback, coaching and direction in client and prospect business development, through established individual sales meetings, team meetings and joint calling efforts with team members to elevate individual and team performance/results. Ensure sales effectiveness and performance management results are being achieved as tracked by weekly and monthly reporting. Utilize the Onboarding Resource to assimilate new team members. Business Development: Lead regional/portfolio business planning for region to grow lead client relationships and acquire new prospective relationships to achieve loan and fee production goals. Lead Prospect strategy for clients by utilizing referral sources, existing clients and centers of influence. Active and visible community and industry involvement to broaden and leverage relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. Ensure that customer relationships are managed to maximize revenue contribution, while mitigating risk and focusing on client needs. Collaborate with One Bank /product partners (IA, Consumer/ Retail, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) analyze, evaluate and develop a tailored relationship strategy for each top client or prospect. Lead Cross-sell strategy on all applicable 5/3 products and services to an existing portfolio of business clients and their owners/Sr. management with the ultimate goal of being client's lead or primary bank. Client Experience: Oversee execution and follow through on One Bank meetings, pre-call planning processes, One Bank Consultative Sales approach and prompt post call follow up. Ensure utilization of the Bank's Client Relationship Management (CRM) system for client activity. Credit Excellence: Develop strong partnership with Credit and on credit requests to ensure adherence to established Portfolio Management guidelines and Policy. Ensure team achieves credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC. Monitor, on an ongoing basis, information concerning client financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. Operational and Regulatory Excellence. Responsible for P&L financial performance, expense controls and staffing budget. Provide proactive identification and implementation of opportunities to strengthen first line of defense, complaint management processes, vendor oversight, integration of regulated controls and testing across products/channels. Works with key partners to ensure distinctive execution and achievement of goals in sales ( TM, National LOB- CRE, Healthcare, Retail, International, etc.) and service (WSD, CSC, CRM, Sales Support Services, etc.). Collaborate with support areas( Finance, Human Capital, Client Experience, etc.) to position Wholesale to achieve strategic initiatives and business goals. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid, and constructive performance feedback, developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth, developing the appropriate talent pool to ensure adequate bench strength and succession, and recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree in accounting, Finance, economics or related business field; MBA preferred. 12+ years commercial lending experience. Excellent relationship building/interpersonal skills, written and verbal communications skills required. Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with senior management and internal partners. Ability to handle multiple tasks and be flexible. Demonstrated sales ,and negotiating experience in a disciplined consultative selling process. Formal credit training and underwriting experience preferred; ability to analyze complex financial data. Strong track record of coaching and developing talent. PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Extended travel within region including some overnight. Regional Middle Market Banking Executive At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $64k-79k yearly est. Auto-Apply 60d+ ago
  • Investment Executive (Financial Advisor) Indian Shores/Largo, FL

    Fifth Third Bank 4.6company rating

    Largo, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. 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: * 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. * Ability to delegate tasks and follow-through. * Prepare necessary internal reports for sales tracking. * Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. * 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. * Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. * Guide and promote progress toward established goals for team. * Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Prior Brokerage Industry Experience. * Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. * Motivated by commission sales, recognition programs, and internal sales competition among co-workers. * Ability to motivate others in a team environment. * Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. * Demonstrated ability to simplify and communicate complex financial concepts. * Proven experience in building strong internal and external client relationships. * Highly developed knowledge of the securities business, investment products and financial solutions. * Highly developed sales and presentation skills. * Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor) Indian Shores/Largo, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Largo, Florida 33778 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $81k-104k yearly est. Auto-Apply 5d ago
  • Personal Banker Associate I- Tampa, FL (University Areas)

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: * 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. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or work experience providing transferrable skills, or, combination of education and experience. * Experience in the financial industry preferred. * Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. * Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: * Normal office environment. * Extending viewing of computer screens. * This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. * Travel outside of the affiliate will be required for various classroom training sessions. #LI-DS1 Personal Banker Associate I- Tampa, FL (University Areas) At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33612 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $30k-35k yearly est. Auto-Apply 17d ago
  • Senior Trust Advisor

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives . 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 ensure 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 DUITES AND RESPONSBILITIES: + Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client's unique personal situation and values . + Anticipa te c lients' Private Bank service offering needs and c oordinate with Private Bank and One Bank partners along with externa l advisors . + Actively participate with the Private Bank team by providing support related to expanding and deepening existing relationships. + Actively participate with the Private Bank team to support new trust business; participate in client presentations, as requested , and serve as subject matter expert concerning fiduciary strategies. + Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice advice. + Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies. + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of trust income and principal. + Possess strong technical understanding of complex fiduciary documents and strategies. + Coordinate appropriate Private Bank resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained . + Manage the due diligence process on all new fiduciary appointments , including reviewing all critical documents to ensure a complete understanding of client needs and the bank's ability to meet those needs. + Play a key role in overall client satisfaction and retention. + Identify at-risk clients and proactively work to resolve all client issues to drive retention. + Maintain accurate and up-to-date records of all trust activities . MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED : + Bachelor's degree in Finance , Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred. + Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships. + Strong knowledge of trust and estate laws and regulations as well as industry standards and practices. + Demonstrated ability to advise and deliver on complex fiduciary strategies. + Demonstrated proficiency in exercising fiduciary judgement and discretion. + Excellent interpersonal and communication skills to deliver best-in-class client experience . + Ability to work in a team orientated /matrix environment. + Ability to manage multiple priorities and meet deadlines. + Proficiency in and Microsoft Office Suite. + High ethical standards and a commitment to fiduciary responsibility. + Exhibits a sense of urgency and continuous improvement mindset . Senior Trust Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $83k-100k yearly est. 35d ago
  • Mortgage Loan Originator.

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. 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 referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Follow defined protocol for escalation exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with branches and/or applicants of providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant's and support staff's expectations. + Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Must have at least two years of mortgage lending experience. + Must have an established local book of referral sources. + Must have existing mortgage sales of $1 million per month. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI MC1 Mortgage Loan Originator. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33609 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $32k-36k yearly est. 60d+ ago
  • Financial Center Manager Associate- Tampa, FL

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: + Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification + Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience + Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team + Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs + Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support + Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies + Learn to cultivate a One Bank culture that proactively collaborates with business partners + Participate in activities that benefit the communities we serve + Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee + Additional duties as assigned SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or two (2) or more years of leadership experience in a sales environment + Ability to professionally represent Fifth Third Bank in verbal and written communication + Capable of analyzing credit and financial information + Ability to successfully execute and coach sales activities + Exhibits business acumen + Demonstrated ability in making sound decisions + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: + Normal office environment. + Extended viewing of computer screens. + Periodic travel within the Bancorp footprint to attend meetings and/or training. + #LI-DS1 Financial Center Manager Associate- Tampa, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $91k-110k yearly est. 13d ago
  • Commercial Relationship Manager

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have extensive knowledge and experience working with high revenue, more complex relationships. This role is expected to solicit participation in public debt issuance for clients. This role is expected to activity participate in community activities. 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: + Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources. + Develop and implement a business plan to achieve financial goals and qualitative measures. + Work closely with Fifth Third internal 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 Mgmt., Capital Markets, and Wealth Mgmt 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 sells skills, commercial playbook principals and call reporting plans to enhance the client experience. + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. + Analyze financial information provided to determine the credit request that should be pursued. + Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). SUPERVISORY RESPONSIBILITIES: No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED: + Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. + Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred. + Formalized commercial credit training or equivalent credit experience required. + Underwriting experience preferred. + Proven track record of partnership with investment bankers to provide strategic and capital market advice. + Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience. + Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles. + Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options. + Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions. + Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention. + Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals. + Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes. + Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. + Proven ability to work in a team-based sales environment. + Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred. + Regional /local travel. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of CRT screen. + Frequent travel possible depending on assignment. Commercial Relationship Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $68k-86k yearly est. 13d ago
  • Float Personal Banker Associate 1 - Manatee Region

    Fifth Third Bank 4.6company rating

    Saint Petersburg, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: 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. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Float Personal Banker Associate 1 - Manatee Region At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- St. Petersburg, Florida 33703 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $30k-35k yearly est. Auto-Apply 15d ago
  • Investment Executive (Financial Advisor) Bradenton/Sarasota, FL

    Fifth Third Bank 4.6company rating

    Sarasota, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. 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: * 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. * Ability to delegate tasks and follow-through. * Prepare necessary internal reports for sales tracking. * Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. * 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. * Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. * Guide and promote progress toward established goals for team. * Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Prior Brokerage Industry Experience. * Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. * Motivated by commission sales, recognition programs, and internal sales competition among co-workers. * Ability to motivate others in a team environment. * Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. * Demonstrated ability to simplify and communicate complex financial concepts. * Proven experience in building strong internal and external client relationships. * Highly developed knowledge of the securities business, investment products and financial solutions. * Highly developed sales and presentation skills. * Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor) Bradenton/Sarasota, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Sarasota, Florida 34233 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $81k-104k yearly est. Auto-Apply 5d ago
  • Mortgage Loan Originator.

    Fifth Third Bank 4.6company rating

    Sarasota, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. 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 referral contacts (realtors, builders, professional and personal contacts). * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. * Follow defined protocol for escalation exceptions. * Take applicant applications by completing Fannie Mae form 1003 on the laptop. * Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. * Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. * Manage pipeline for all originated loans through closing and complete required management reports. * Communicate with branches and/or applicants of providing timely updates and progress reports. * Maintain high levels of customer service while managing each applicant's and support staff's expectations. * Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: * High school diploma or equivalent mandatory. Four-year college degree preferred. * Knowledge of conventional and/or government lending guidelines. * Knowledge of residential mortgage processing, underwriting, and closing procedures. * Knowledge of federal lending regulations governing real estate lending. * Must have two years of mortgage lending experience. * Must have an established book of local referral sources. * Must have existing mortgage sales of $1 million per month. * Demonstrated organizational skills. * Strong written and verbal communications skills. * Demonstrated teamwork and customer service skills. * Proven computer skills. * Basic sales technique skills. * Strong desire to excel in a competitive environment. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI - MC1 Mortgage Loan Originator. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Naples, Florida 34108 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $32k-36k yearly est. Auto-Apply 24d ago
  • Regional Middle Market Banking Executive

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Direct responsibility for strategy, execution and overall leadership of the Affiliate Wholesale LOB to drive the achievement of growth revenue, P&L objectives, operational & regulatory, client experience and employee engagement goals. Directs, coaches and leads execution of Wholesale Strategy including Playbook execution, annual business planning, portfolio segmentation, business development & client relationship strategies. Establishes sales goals for team members, and ensures that team members meet and strive to exceed goals, and adhere to the Bank's policies, procedures and regulatory requirements. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced team members and build partnerships with talent available in the market, talent identification, and cultivating those relationships. Key member of affiliate executive leadership team reporting directly to the Affiliate President. Typically utilized in large affiliates. 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: Performance and Talent Management: + Provide RMs and Team Leads support, ongoing feedback, coaching and direction in client and prospect business development, through established individual sales meetings, team meetings and joint calling efforts with team members to elevate individual and team performance/results. + Ensure sales effectiveness and performance management results are being achieved as tracked by weekly and monthly reporting. + Utilize the Onboarding Resource to assimilate new team members. Business Development: + Lead regional/portfolio business planning for region to grow lead client relationships and acquire new prospective relationships to achieve loan and fee production goals. + Lead Prospect strategy for clients by utilizing referral sources, existing clients and centers of influence. + Active and visible community and industry involvement to broaden and leverage relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. + Ensure that customer relationships are managed to maximize revenue contribution, while mitigating risk and focusing on client needs. + Collaborate with One Bank /product partners (IA, Consumer/ Retail, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) analyze, evaluate and develop a tailored relationship strategy for each top client or prospect. + Lead Cross-sell strategy on all applicable 5/3 products and services to an existing portfolio of business clients and their owners/Sr. management with the ultimate goal of being client's lead or primary bank. Client Experience: + Oversee execution and follow through on One Bank meetings, pre-call planning processes, One Bank Consultative Sales approach and prompt post call follow up. + Ensure utilization of the Bank's Client Relationship Management (CRM) system for client activity. Credit Excellence: + Develop strong partnership with Credit and on credit requests to ensure adherence to established Portfolio Management guidelines and Policy. + Ensure team achieves credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC. + Monitor, on an ongoing basis, information concerning client financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. + Operational and Regulatory Excellence. + Responsible for P&L financial performance, expense controls and staffing budget. + Provide proactive identification and implementation of opportunities to strengthen first line of defense, complaint management processes, vendor oversight, integration of regulated controls and testing across products/channels. + Works with key partners to ensure distinctive execution and achievement of goals in sales ( TM, National LOB- CRE, Healthcare, Retail, International, etc.) and service (WSD, CSC, CRM, Sales Support Services, etc.). + Collaborate with support areas( Finance, Human Capital, Client Experience, etc.) to position Wholesale to achieve strategic initiatives and business goals. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid, and constructive performance feedback, developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth, developing the appropriate talent pool to ensure adequate bench strength and succession, and recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in accounting, Finance, economics or related business field; MBA preferred. + 12+ years commercial lending experience. + Excellent relationship building/interpersonal skills, written and verbal communications skills required. + Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader. + Must be able to work in a team environment with the ability to interact well, and in a positive manner, with senior management and internal partners. + Ability to handle multiple tasks and be flexible. + Demonstrated sales ,and negotiating experience in a disciplined consultative selling process. + Formal credit training and underwriting experience preferred; ability to analyze complex financial data. + Strong track record of coaching and developing talent. + PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of CRT screen. + Extended travel within region including some overnight. Regional Middle Market Banking Executive At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Tampa, Florida 33602 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $64k-79k yearly est. 60d+ ago
  • Personal Banker Associate I

    Fifth Third Bank 4.6company rating

    Sarasota, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: * 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. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * College degree or work experience providing transferrable skills, or, combination of education and experience. * Experience in the financial industry preferred. * Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. * Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. * Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. * Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: * Normal office environment. * Extending viewing of computer screens. * This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. * Travel outside of the affiliate will be required for various classroom training sessions. #LI-JH1 Personal Banker Associate I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Sarasota, Florida 34238 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $30k-35k yearly est. Auto-Apply 30d ago
  • Mortgage Loan Originator.

    Fifth Third Bank, N.A 4.6company rating

    Sarasota, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. 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 referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Follow defined protocol for escalation exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with branches and/or applicants of providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant's and support staff's expectations. + Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Must have two years of mortgage lending experience. + Must have an established book of local referral sources. + Must have existing mortgage sales of $1 million per month. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI - MC1 Mortgage Loan Originator. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Naples, Florida 34108 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.
    $32k-36k yearly est. 23d ago

Learn more about DFCU Financial jobs

Most common locations at DFCU Financial