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Regional Manager jobs at Huntington National Bank - 28 jobs

  • Municipal Syndicate Operations Manager

    Huntington National Bank 4.4company rating

    Regional manager job at Huntington National Bank

    Leads end-to-end operational support for Municipal Bond competitive and negotiated offerings, overseeing the full transaction lifecycle. Responsibilities include deal setup in Ipreo and Bloomberg, initiating CUSIP requests, managing good-faith payments, reviewing and validating deal documentation, executing regulatory filings, and coordinating syndicate final settlement. Ensure accuracy of deal data and ticket information in Ipreo, Bloomberg, and Deals Database Review official statements, bond purchase agreements, issue price certificates and closing memos for accuracy and completeness Communicate pre-sale good faith notification emails to internal partners. Coordinate good faith and closing wires Process MSRB G-11 Syndicate Settlements Process Private Placements settlements Review deal file checklist for all transactions and prepare deal files for closure Preparing transaction reports for negotiated issues Tracking revenue and expenses for all transactions Partner with sales and trading desk to ensure smooth execution of transactions Maintain adherence to firm policies and procedures Identifying, monitoring, and resolving issues, ensuring adherence to regulations, and implementing controls Drive and participate in strategic business initiatives that accelerate departmental growth, enhance operational efficiency, and elevate team performance Maintain and update desktop procedures Support broader Operations and Capital Markets initiatives Opportunity to expand to support Debt and Equity Capital Markets underwriting activity Regulatory Submissions Conduct continuing disclosure lookbacks on Issuers for negotiated or competitive underwritings Complete Form G-32 Filings Support Risk and Audit requests and inquiries You must be located within the Huntington Bank corporate office footprint Basic Qualifications: Bachelor's Degree or equivalent 5 or more years fixed income trading and/or investment operations experience Series 7 license Series 52 License ( If you obtained a General Securities Representative (Series 7) registration on or after November 7, 2011 the Series 52 is required Preferred Qualifications: FINRA Series 53 license Strong leadership skills including proven success in managing day-to-day operations while developing talent and coaching team members Proven ability to lead business initiatives including continuous improvement efforts to maximize efficiencies and remediate process deficiencies Experience managing new issues across asset classes, with a focus on Municipal securities Experience in fixed income securities Proficient with Bloomberg TOMS, Pershing Netx360, MSRB EMMA, DTCC, and IPREO systems Ability to manage multiple priorities in a fast-paced environment; adaptive to change Ability to create and foster strong partnerships with internal and external business partners Detail oriented with strong organizational and time management skills to meet deadlines Excellent critical thinking and problem solving skills to identify issues and assist with resolution Strong written and verbal communication Proficient with Microsoft Office products (Word, Excel, PowerPoint) #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 93,000.00 - 189,000.00 Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $76k-109k yearly est. Auto-Apply 10d ago
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  • Senior Regional Banking Relationship Manager

    Huntington National Bank 4.4company rating

    Regional manager job at Huntington National Bank

    The Regional Banking Relationship Manager, Senior is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $98k-132k yearly est. Auto-Apply 60d+ ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Columbus, OH jobs

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $62k-86k yearly est. 3d ago
  • Midwest Regional Middle Market Growth Leader

    Fifth Third 4.6company rating

    Cincinnati, OH jobs

    A financial services institution in Cincinnati is seeking a Regional Middle Market Segment Head to drive strategic leadership and business growth. This senior role requires strong skills in relationship management and influencing, with at least 12 years of experience in commercial banking focused on Middle Market clients. Candidates should possess a bachelor's degree in Finance or Business (MBA preferred) and demonstrate a successful track record of leadership without direct authority. The position offers a competitive salary and benefits. #J-18808-Ljbffr
    $85k-110k yearly est. 3d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank 4.6company rating

    Remote

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: • Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. • Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. • Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. • Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. • Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. • Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: • 4+ years of experience in credit underwriting, financial analysis, and portfolio management. • 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. • 2+ years of expertise in financial modeling, risk assessment, and loan structuring. • 2+ years of proven ability to manage client relationships and negotiate deal terms. • 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). • 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. • Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? • High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. • Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. • Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. • Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $57k-85k yearly est. Auto-Apply 32d ago
  • Mortgage Operations Manager I (Safe Act) (D)

    M&T Bank 4.7company rating

    Remote

    Responsible for the management, planning and coordination of assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Provide technical, functional and operational expertise in department work policies and procedures. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Primary Responsibilities: Responsible for the planning, leadership, problem resolution, analysis and reporting for assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Ensure that the unit managed is adequately staffed and personnel are trained. Review and recommend new methods and procedures to make daily operations more efficient. Provide recommendations for department policy changes and creates new unit policy and procedures. Consults and communicates with operations staff. Provide input to tactical planning and short-term initiatives. Responsible for unit contingency planning and regulatory compliance. Participate in projects at the department level. Support annual Budget process. Continuing responsibility for expense control. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Administer Human Resource recommended actions. Oversee training and development of direct reports. Interview prospective employees and make recommendations for hire. Scope of Responsibilities: This position requires a thorough knowledge of business, applicable regulations and affiliated technology. The position works with some uncertainty with established parameters for solutions, possesses moderate risk to organization. Supervisory/ Managerial Responsibilities: Responsible for multiple direct reports at the supervisor level. Oversee a unit or small department of 10+ employees. Education and Experience Required: Bachelors Degree, OR in lieu of degree, Four to five years relevant work experience. Minimum three years operations experience. Minimum three years supervisory experience. SAFE Act registration required. Education and Experience Preferred: Masters degree M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $62.2k-103.6k yearly Auto-Apply 59d ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Columbus, OH jobs

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree in business related field (preferred) OR equivalent experience (required) Work Experience Minimum of 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Skills Ability to build trust by taking a client-centric approach. To prepare for Talent Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs. Demonstrated in-depth knowledge of financial products and banking regulations. Demonstrated strong client advisory skills. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of consumer and commercial lending. Excellent verbal and written communication skills. Proficient in personal computer applications to drive results. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Hybrid (Sales) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 60d+ ago
  • Treasury Management Go-to-Market Strategy & Enablement Manager for Healthcare

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    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 Sr. Manager Payments Product Go-To-Market (GTM) reports to the Director of GTM and is responsible to design, develop and deliver plans to enrich our clients' experiences, drive revenue and strengthen relationships. This position designs and delivers strategies, frameworks and action plans that cultivate thought leadership, enhance client engagement, effectively launch solutions and empower Healthcare teams with innovative tools and resources. This individual manages and guides GTM activities related to strategic enablement and engagement for the benefit of internal teams and our 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 & RESPONSIBILITIES: + Develop GTM strategies, frameworks and tactics that deliver improvements in overall effectiveness of functions that bring our Healthcare solutions to market. + Collaborate with product and cross functional teams to develop, design, and deliver specific and consistent GTM strategy and readiness plans for new product launches, product enhancements, migrations, etc. + Design, execute, and manage sales enablement and readiness plans, approach, and tactics that will enable the sales teams to have valuable consultations and dialogues with clients. + Design, execute, and manage communication plans, approach, and tactics for key messaging delivered to our strategic partners and our clients. + Design and develop external facing tools, materials, and collateral for used by Sales teams. Interface with cross functional teams across the organization to deliver tools, programs, content, information, and insights with the goal of supporting GTM strategies. + Provide perspective, product expertise, market research, voice of client, and the holistic view of Healthcare Marketing as a liaison. + Provide awareness to our strategic partners that supplements the information provided by their Sales Officers to enable strategic partners to promote Commercial Payments more confidently to clients and prospects and collaborate with their Sales Officers more readily. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business, Marketing, Product Management or related field + Five years' experience developing strategies and tactics in go-to market, marketing, and product management in the Healthcare FinTech or Healthcare Marketing industry. + Experience and knowledge in Treasury Management is a plus but not required + Excellent written and oral communications skills and problem solving + Data-driven analytical skills. + Ability to operate and thrive in ambiguous circumstances. + Strong business instincts coupled with knowing how /when to take calculated risks and being able to react quickly in a constantly changing and highly competitive environment. + Strong ability to collaborate with people of all positions and grade levels. + Strong PC skills including Microsoft Office (Word, Excel, Access, PowerPoint). #LI-TY1 Treasury Management Go-to-Market Strategy & Enablement Manager for Healthcare Total Base Pay Range 94,500.00 - 203,200.00 USD Annual 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 -- Cincinnati, Ohio 45202 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.
    $100k-124k yearly est. 44d ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Toledo, OH jobs

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's degree in business related field or equivalent work experience (required) Experience Qualifications 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Tactical Skills Ability to build trust by taking a client centric approach Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs Demonstrated in depth knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer and commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 60d+ ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Akron, OH jobs

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Chartered Financial Analyst (CFA) (preferred) FINRA Series 7 and 66 (or 63 & 65) (required) and Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) Tactical Skills Ability to build trust by taking a client centric approach Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs Demonstrated in depth knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration Critical Thinking Emotional Intelligence Empathy Influence Persuasion Resilience Practical Skills Business Acumen Risk Management Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 60d+ ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Dayton, OH jobs

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree in business related field or equivalent work experience (required) Experience Qualifications A minimum of 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Tactical Skills Ability to build trust by taking a client centric approach Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs Demonstrated in depth knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer and commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 60d+ ago
  • Institutional Advisors Relationship Manager

    Keybank 4.4company rating

    Brooklyn, OH jobs

    Institutional Advisors are national practice experts focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors client experience for an assigned book of clients. In addition to their client book, RM collaborate with the National KPB Field Teams, other Banking Teams, and centers of influence to meet the needs of the Institutional client segment and oversee the delivery of fiduciary advice to IA clients. Every RM has an expectation to sustain and grow their book through the expansion of existing clients, referrals from clients, internal partners, and COIs. The Relationship Manager drives current relationships forward, expands existing KeyBank relationships through sharing of expertise with field and banking partners and builds connections to the nonprofit, public, corporate, government, and/or Tribal Nation communities to bring new clients to KeyBank. As appropriate, RMs will actively participate in the creation of thought leadership in their deepest area of client expertise. ESSENTIAL JOB FUNCTIONS Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client's organization. Ensures appropriate and accurate coordination of all KeyBank lines of business, across all product lines, to deliver distinguishable advice. Lead client relationship reviews and the creation of the agenda in collaboration with other internal relationship partners. Responsible for overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's fiduciary responsibilities. Retain and expand client relationships. Foster close business relationships to develop client loyalty and new business opportunities by engaging with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries. Develop references from relationships: clients and their external partners, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside RIAs, etc. Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements. Identify opportunities to grow revenues through cross selling other KeyBank products that will benefit the client - and develop and implement appropriate client action plans striving to continually improve client experience and engagement. Provide subject matter expertise regarding IA services and lead/participate in closing new business opportunities. Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas. Participate in IA product development evaluations and projects - bringing industry knowledge and expertise. Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees. Must be capable of managing multiple, and at times, competing priorities - internal and external. COMPETENCIES/SKILLS Personal effectiveness Communication Problem Solving Decision Making Customer Service Orientation Occupational / Technical Knowledge Adaptability / Flexibility Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect. Understands and respects the intricacies and complexities of institutional clients. Command Skills - Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn't afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges. Measuring and Managing Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results; designs feedback loops into work. REQUIRED QUALIFICATIONS A minimum of 10 years industry experience working with corporate, nonprofit, public fund and/or Taft Hartley clients. Working knowledge of trust/custody administration, foundation services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs, operating funds. Excellent analytical, communication (oral and written), interpersonal and problem resolution skills. Client consultation/advocate background. Bachelor's degree. Strong PC skills, especially Excel, Word, and PowerPoint. PREFERRED QUALIFICATIONS Graduate Degree or other industry specific certification(s). Public speaking experience. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $61k-94k yearly Auto-Apply 60d+ ago
  • Regional Director of SBA Lending

    Fifth Third Bank 4.6company rating

    Ohio jobs

    About Provide: Powered by Fifth Third, Provide is on a mission to financially empower small businesses with great people and innovative technology. Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products - enabling entrepreneurs to achieve their ownership dreams, realize financial independence, and strengthen their communities. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021 and in 2023 was named one of Fast Company 's Most Innovative Companies. Our team is growing: Provide's Sales team is looking for a bold, compassionate, and focused regional director of SBA lending to lead the origination and closing of government-guaranteed small business loans, sourced through their self-developed network of referral sources. In this role, you will focus on assisting customers in achieving their financial goals by providing smart financial solutions for business needs; serving as a trusted advisor by collaborating with a team of product partners utilizing the One Bank process to understand the customers' holistic business needs; and developing revenue growth by identifying needs and providing needs-based solutions and services to the client. As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. You will be accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the risk appetites of Provide and Fifth Third Bank, you will be expected to achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. A day in the life: Identify and develop qualified prospects for SBA loan products through centers of influence, such as business brokers, loan brokers, real estate brokers, CPAs, attorneys, and community development organizations Work directly with applicants to assess SBA eligibility and Fifth Third credit qualifications and collect required application information and documentation Ensure adherence to the SBA SOP and Fifth Third credit policy while keeping the customer at the center Work with product partners to analyze, evaluate, and develop a tailored relationship strategy for each client or prospect Attend community and/or specific industry forums, conferences, and/or meetings to broaden relationship networks and referral sources and continually deepen knowledge of trends, practices, services, and the competitive landscape Utilize the organization's value proposition to articulate the advantages of obtaining financing through a tech-enabled lender Effectively retain and grow long-term profitable client relationships Plan and conduct relationship-strategy and relationship-review meetings with product partners Coordinate client-facing activities, including credit support and other product partners Conduct thorough effective pre-call planning, One Bank consultative sales approach, and prompt post-call follow-up Partner with internal stakeholders on credit requests, and adhere to established portfolio management guidelines 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 Champion the organization's vision and core values through personal actions and leadership influence to promote high-performing work groups Complete administrative responsibilities in a timely manner Our newest teammate will have: Extensive knowledge of U.S. Small Business Administration loan programs Minimum of five years of SBA sales experience Proven ability to build new and existing client business and provide a positive client experience Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks Demonstrated strong verbal and written communication skills, specifically experience in face-to-face negotiations and group presentations Proven ability to work in a team-based sales environment Proficiency in all Microsoft Office software Bonus points for: Bachelor's degree in finance, economics, or mathematics Formalized basic credit training or equivalent credit risk experience Underwriting experience Regional Director of SBA Lending 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 -- Virtual, Ohio 00000 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.
    $52k-88k yearly est. Auto-Apply 60d+ ago
  • Area Sales Manager (ASM) I

    Fifth Third Bank 4.6company rating

    Westerville, OH jobs

    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 mortgage loans for Financial Center offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential mortgage loan from application to closing on personal production. In addition, responsible for the overall production of the team and the day-to-day management of each Mortgage Loan Originator (MLO). Effectively partner with Fulfillment Operations to drive closed volume. 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 and foster referral source relationships (realtors, builders, professional and personal contacts, etc.). Develop a sales culture and sales focused environment within team. Develop and foster relationships with Financial Center personnel to build business and referrals. Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Manage a team of at least 5 MLOs. Manage personal and team production via local and Bancorp reporting and KPIs. Hold business plan reviews with sales team. Build strategic and tactical plans for driving volume growth in assigned area. Participate in sales calls with MLOs. Assist departmental management in identifying possible improvements in systems and procedures. Ensure that MLOs provide a high level of customer service to external customers based on Gallup customer engagement data. Actively participate in ongoing efforts to continually improve customer service for both internal and external customers. Monitor compliance issues, including that all loan originators attend required meetings and are in compliance with state and federal regulation, as well as policies and procedures set by the bank. Monitor quality levels of loan originators to insure adherence to standards. Serve as an intermediary for loan issues with processing manager and underwriting manager. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues. Recruit, hire, and train new loan officers. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or GED equivalent. Two/Four-year college degree preferred. 2-4 years residential mortgage sales experience required. In-depth knowledge of conventional, government, and portfolio guidelines. Previous management experience preferred. Knowledge of residential mortgage processing, underwriting and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated leadership, organizational, teamwork, and customer service skills. Must lead by example and have a high level of integrity. Ability to analyze policies, procedures, and guidelines in a way that maximizes productivity but protects the level of risk desired. In-depth sales technique/sales coaching skills. Strong desire to excel in a competitive environment. Strong interpersonal and communication skills. Strong analytical and problem-solving skills are required. Excellent verbal, written, presentation, people, and diplomacy skills are required. Ability to multi-task and to be flexible. PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). Experience with Mortgage origination systems and automated decisioning tools required. Ability to motivate team, work independently, manage multiple projects, work under pressure, and adapt to sudden changes in the work 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 foremployment in this position. #LI-MC1 Area Sales Manager (ASM) 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. 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 -- Westerville, Ohio 43082 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.
    $74k-88k yearly est. Auto-Apply 17d ago
  • Area Sales Manager (ASM) I

    Fifth Third Bank, N.A 4.6company rating

    Westerville, OH jobs

    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 mortgage loans for Financial Center offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential mortgage loan from application to closing on personal production. In addition, responsible for the overall production of the team and the day-to-day management of each Mortgage Loan Originator (MLO). Effectively partner with Fulfillment Operations to drive closed volume. 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 and foster referral source relationships (realtors, builders, professional and personal contacts, etc.). + Develop a sales culture and sales focused environment within team. + Develop and foster relationships with Financial Center personnel to build business and referrals. + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. + Manage a team of at least 5 MLOs. + Manage personal and team production via local and Bancorp reporting and KPIs. + Hold business plan reviews with sales team. + Build strategic and tactical plans for driving volume growth in assigned area. + Participate in sales calls with MLOs. + Assist departmental management in identifying possible improvements in systems and procedures. + Ensure that MLOs provide a high level of customer service to external customers based on Gallup customer engagement data. Actively participate in ongoing efforts to continually improve customer service for both internal and external customers. + Monitor compliance issues, including that all loan originators attend required meetings and are in compliance with state and federal regulation, as well as policies and procedures set by the bank. + Monitor quality levels of loan originators to insure adherence to standards. + Serve as an intermediary for loan issues with processing manager and underwriting manager. + Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues. + Recruit, hire, and train new loan officers. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or GED equivalent. Two/Four-year college degree preferred. + 2-4 years residential mortgage sales experience required. + In-depth knowledge of conventional, government, and portfolio guidelines. + Previous management experience preferred. + Knowledge of residential mortgage processing, underwriting and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated leadership, organizational, teamwork, and customer service skills. + Must lead by example and have a high level of integrity. + Ability to analyze policies, procedures, and guidelines in a way that maximizes productivity but protects the level of risk desired. + In-depth sales technique/sales coaching skills. + Strong desire to excel in a competitive environment. + Strong interpersonal and communication skills. + Strong analytical and problem-solving skills are required. + Excellent verbal, written, presentation, people, and diplomacy skills are required. + Ability to multi-task and to be flexible. + PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). Experience with Mortgage origination systems and automated decisioning tools required. + Ability to motivate team, work independently, manage multiple projects, work under pressure, and adapt to sudden changes in the work 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 foremployment in this position. #LI-MC1 Area Sales Manager (ASM) 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. 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 -- Westerville, Ohio 43082 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.
    $74k-88k yearly est. 60d+ ago
  • Area Sales Manager (ASM) II

    Fifth Third Bank 4.6company rating

    Reynoldsburg, OH jobs

    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: Manager role performs a wide range of duties relating to the origination of residential mortgage loans for Financial Centers and outside referrals. Meet standards and objectives defined by management for team mortgage loan sales and cross-selling objectives. Responsible for the overall production of the team and the day-to-day management of each Mortgage Loan Originator (MLO) inclusive of structuring loans, pricing, investment of marketing dollars, group affiliations and prioritization of MLO utilization. Effectively partner with Fulfillment Operations to drive closed volume. Actively recruit and grow talent. Onboard, coach and train MLOs. 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 and foster referral source relationships (realtors, builders, professional and personal contacts, etc.). Recruit, hire and onboard new loan officers Develop a sales culture and sales focused environment within team. Develop and foster relationships with Financial Center personnel to build business and referrals. Manage personal and team production via local and Bancorp reporting and KPIs. Coaches direct reports to achieve production goals. Actively manages under-performers via performance improvement plans to meet established performance levels. Facilitate the development of business plans with MLOs and manage/coach to those plans. Hold regular periodic business plan reviews with sales team. Build strategic and tactical plans for driving volume growth in assigned area. Participate in sales calls with MLOs. Assist departmental management in identifying possible improvements in systems and procedures. Demonstrate and coach to the bank's promise to serve to ensure that MLOs provide a high level of customer service to external customers based on Bancorp customer satisfaction data. Monitor all operational, risk and compliance related issues and take appropriate action when standards are not met. Monitor quality levels of loan originators to insure adherence to standards. Serve as an intermediary for loan issues with processing manager and underwriting manager. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma or GED equivalent. Two/Four-year college degree preferred. 3-5 years residential mortgage sales experience required. In-depth knowledge of conventional, government, and portfolio guidelines. ne to three years mortgage management experience preferred. In-depth knowledge of residential mortgage processing, underwriting and closing procedures. In-depth knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Demonstrated leadership skills. Must lead by example and have a high level of integrity. Demonstrated teamwork and customer service skills. Ability to analyze policies, procedures, and guidelines in a way that maximizes productivity but protects the level of risk desired. Demonstrated teamwork and customer service skills. In-depth sales technique/sales coaching skills. Strong desire to excel in a competitive environment. Strong interpersonal and communication skills. Strong analytical and problem-solving skills are required. Excellent verbal, written, presentation, people, and diplomacy skills are required. Work requires the ability to multi-task and to be flexible. PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). Experience with Mortgage origination systems and automated decisioning tools required. Ability to motivate team, work independently, manage multiple projects, work under pressure, and adapt to sudden changes in the work 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. Area Sales Manager (ASM) II 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 -- Reynoldsburg, Ohio 43068 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.
    $74k-87k yearly est. Auto-Apply 60d+ ago
  • Area Sales Manager (ASM) II

    Fifth Third Bank, N.A 4.6company rating

    Reynoldsburg, OH jobs

    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: Manager role performs a wide range of duties relating to the origination of residential mortgage loans for Financial Centers and outside referrals. Meet standards and objectives defined by management for team mortgage loan sales and cross-selling objectives. Responsible for the overall production of the team and the day-to-day management of each Mortgage Loan Originator (MLO) inclusive of structuring loans, pricing, investment of marketing dollars, group affiliations and prioritization of MLO utilization. Effectively partner with Fulfillment Operations to drive closed volume. Actively recruit and grow talent. Onboard, coach and train MLOs. 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 and foster referral source relationships (realtors, builders, professional and personal contacts, etc.). + Recruit, hire and onboard new loan officers + Develop a sales culture and sales focused environment within team. + Develop and foster relationships with Financial Center personnel to build business and referrals. + Manage personal and team production via local and Bancorp reporting and KPIs. + Coaches direct reports to achieve production goals. Actively manages under-performers via performance improvement plans to meet established performance levels. + Facilitate the development of business plans with MLOs and manage/coach to those plans. + Hold regular periodic business plan reviews with sales team. + Build strategic and tactical plans for driving volume growth in assigned area. + Participate in sales calls with MLOs. + Assist departmental management in identifying possible improvements in systems and procedures. + Demonstrate and coach to the bank's promise to serve to ensure that MLOs provide a high level of customer service to external customers based on Bancorp customer satisfaction data. + Monitor all operational, risk and compliance related issues and take appropriate action when standards are not met. + Monitor quality levels of loan originators to insure adherence to standards. + Serve as an intermediary for loan issues with processing manager and underwriting manager. + Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + High school diploma or GED equivalent. Two/Four-year college degree preferred. + 3-5 years residential mortgage sales experience required. + In-depth knowledge of conventional, government, and portfolio guidelines. + ne to three years mortgage management experience preferred. + In-depth knowledge of residential mortgage processing, underwriting and closing procedures. + In-depth knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Demonstrated leadership skills. + Must lead by example and have a high level of integrity. + Demonstrated teamwork and customer service skills. + Ability to analyze policies, procedures, and guidelines in a way that maximizes productivity but protects the level of risk desired. + Demonstrated teamwork and customer service skills. + In-depth sales technique/sales coaching skills. + Strong desire to excel in a competitive environment. + Strong interpersonal and communication skills. + Strong analytical and problem-solving skills are required. + Excellent verbal, written, presentation, people, and diplomacy skills are required. + Work requires the ability to multi-task and to be flexible. + PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint). + Experience with Mortgage origination systems and automated decisioning tools required. + Ability to motivate team, work independently, manage multiple projects, work under pressure, and adapt to sudden changes in the work 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. Area Sales Manager (ASM) II 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 -- Reynoldsburg, Ohio 43068 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.
    $74k-87k yearly est. 60d+ ago
  • National Sales Director, Middle Market Business Development

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    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. ABOUT THE ROLE: The National Sales Manager for Business Development leads a high‑performing team of Business Development Officers (BDOs) across the country, focusing on new client acquisition, revenue generation, and cross‑functional business development initiatives within Commercial Regional Banking. This role is critical to achieving our aspiration of being best‑in‑class in new client acquisition. The role reports directly to the Head of Commercial Regional Banking and ensures full alignment with the organization's strategic growth priorities. Please see below for specific responsibilities and requirements for this role. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. Sales Strategy & Execution: Develop and implement a national sales strategy for BDOs aligned with organizational objectives and regional priorities. Drive disciplined execution of sales playbooks and go‑to‑market strategies to achieve growth targets. Leadership & Team Development: Lead, mentor, and inspire BDOs across multiple regions to deliver exceptional performance. Foster a culture of accountability, collaboration, and continuous improvement. Partner with HR and leadership to recruit, develop, and retain top talent. Client Acquisition & Revenue Growth: Oversee strategic client acquisition efforts targeting high‑value prospects in the Middle Market segment. Ensure consistent pipeline development and conversion through proactive prospecting and relationship‑building. Cross‑Functional Collaboration: Collaborate with Regional Banking leaders, Treasury Management, Commercial Payments, and Wealth & Asset Management to deliver integrated solutions and optimize client experience. Partner with product specialists and credit teams to structure competitive solutions for new clients. Performance Management: Establish clear performance metrics and monitor results to ensure achievement of revenue, loan, and fee goals. Provide regular reporting and insights to senior leadership on progress and opportunities. Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: Bachelor's degree in Business, Finance, or related field. Minimum 10+ years of experience in commercial banking or business development. At least 5 years in a leadership role. Proven track record in sales leadership, client acquisition, and revenue growth. Strong strategic thinking, influencing, and relationship‑management skills. Ability to lead through change and manage complex organizational dynamics. Excellent communication and presentation skills. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of work or practical experience) in: Sales Leadership: Demonstrated ability to lead national‑level or multi‑regional sales teams in a high‑performance environment. Strategic Planning: Ability to develop and execute large‑scale sales strategies aligned with organizational goals. Client Acquisition: Skilled in securing new business, especially within Middle Market commercial banking. Cross‑Functional Leadership: Ability to influence and collaborate with product, credit, and operational partners. Performance Analytics: Strong ability to define KPIs, monitor performance, and provide actionable insights. Please refer to the “Skills for Success” section to learn how to stand out as an applicant. SKILLS FOR SUCCESS: Qualified candidates will possess an elevated degree of proficiency (typically from 8+ years of work or practical experience) across a suite of skills including, but not limited to: Change Leadership: Ability to lead teams and stakeholders through change and transformation. Relationship Management: Strong interpersonal skills and ability to build trust with internal and external partners. Influence & Communication: Ability to communicate complex information clearly and persuasively to senior audiences. Coaching & Talent Development: Skilled in developing and elevating team capability. Problem Solving & Decision‑Making: Ability to navigate ambiguous situations and make informed, strategic decisions. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you . National Sales Director, Middle Market Business Development 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 -- Cincinnati, Ohio 45202 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-102k yearly est. Auto-Apply 2d ago
  • Newline Relationship Manager II

    Fifth Third Bank 4.6company rating

    Ohio jobs

    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 and monitor the quality of an existing portfolio of companies within the bank's Newline vertical. The position requires a strong understanding of the payments industry and will focus on growing relationships that utilize the bank's Newline money movement services and technology, including sponsorship services, instant payment and API connectivity. This includes but is not limited to payroll, payment aggregators, payment facilitators, merchant acquirers, card issues, bill payment and other companies that have developed client facing payment products. 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 the payments industry, treasury products, payments verticals commercial credit, commercial products and financial statement analysis, in order to offer comprehensive treasury and embedded payment solutions based on clients and prospects needs. The incumbent will have a deeper skill set understanding the needs and requirements of complex payment businesses to call on larger clients and more sophisticated credits. This role is expected to actively participate in industry events/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: Strong understanding of the payments industry, faster payments, and Newline industry. Prospect for clients independently by utilizing referral sources, existing clients and centers of influence. Develop and implement business plan to achieve financial goals and qualitative measurements. Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. Work with product, risk and operation partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs. Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met. Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines. Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role. Formalized commercial banking training or payments industry experience required. Ability to structure for moderately complex financial situations. 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 financing options Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions. Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals. 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. 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 desire red 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. All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation. Newline Relationship Manager IITotal Base Pay Range 80,500.00 - 169,100.00 USD Annual 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 -- Virtual, Ohio 00000 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.
    $76k-97k yearly est. Auto-Apply 51d ago
  • Inside Sales Manager - Merchant Services

    Huntington Bancshares Inc. 4.4company rating

    Regional manager job at Huntington National Bank

    Responsible for managing a high-performing sales team that works closely with branches and business banking partners to execute on effective sales strategies that are focused on the regional/business banking channel and driving higher primacy in the customer base. This includes delivering revenue targets according to sales plan, providing accurate, timely and consistent sales reporting, coaching, developing, and motivating the sales staff, facilitating market meetings, driving client-deal closures, ensuring successful participation in the branch/business banking ecosystem at all management levels, maintaining policies and procedures according to audit guidelines and create new COI/referral partners, while supporting an environment of diversity and inclusion for peers and employees across the bank. Duties and Responsibilities: * Build and manage a successful merchant/receivables sales team. This includes recruiting, hiring, coaching, and training/developing direct reports. * Accurately manage the customer relationship management (CRM) process for sales management (sales funnel, close rates, win/loss learnings, sales incentives) and drive merchant/receivable product primacy with regional bank lending and deposit customers. * Provide expertise in the payments (merchant/receivables) industry. Bring strong knowledge of merchant buying behavior and map sales process towards a high-win sales-experience. * Evangelize merchant/receivables product and cross-educate and train partners. * Forge partnerships with internal (specifically Regional/Business Banking teams) and external channel partners to grow sales. * Partner seamlessly with merchant product and service teams to create the best support system for our employees and clients. * Participate in regular DE&I and community activities at both the team and leadership level. * Drive high-growth client outcomes by focusing on/driving a positive client-sales experience, driving sales pipeline, and helping close deals, attending client and prospect meetings, as well as joint sales calls with direct reports. * Develop new channels for prospecting including centers of influence (COI) and referral partners. Source and onboard COI/referral partners to drive new sources of leads. * Performs other duties as assigned. Basic Qualifications: * Bachelor's Degree * Minimum of 8 years proven successful sales management experience in financial institution, with an emphasis on the payments industry. Preferred Qualifications: * Strong understanding of SMB and Business Banking client needs and payment processing solutions. * Ability to motivate and manage a high-performing sales team, a results-driven mindset with a focus on achieving and exceeding sales targets and proven success in achieving ambitious targets. * Expertise in virtual and in-person sales. * Strong solution-oriented mindset, with strong deal-closing skills and a customer-centric approach. * Excellent communication, presentation, negotiation, interpersonal skills and relationship-building skills. * Ability to multitask and juggle complex tasks efficiently within a fast-paced environment. * Utilize technology effectively to manage your workload and employee relationships. * Approach challenges creatively and find solutions that benefit both employees and the bank. * Experience with CRM software and sales analytics tools. * Thorough knowledge of various software programs including Word and Excel, Salesforce, and the ability to quickly learn additional systems/software. * Fluency in an additional language Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $73k-92k yearly est. Auto-Apply 2d ago

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