Fifth Third Bank Wealth Management Advisor Specialist. in TAMPA, Florida
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.
Partners with Wealth Management Advisors (WMA)to help ensure the Private Bank experience is delivered. Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution,delivery,andretention are achieved.
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,andensuresthatactions 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:
. Assists WMAs in activities that support client customer service, including working with client to answer questions, research and resolution of client issues and concerns, and follow up on items between the WMA and client as requested
. Leads client 90 day on-boarding process
. Coordinates client meetings and new account paperwork
. Manages the coordination and collaboration with client third party advisors (e.g., attorney, accountant)
. Challenges and collaborates with the client to articulate and achieve their goals
. Effectively profiles client and identifies needs for LOB referrals and cross selling
. Assists in managing profitability of client relationship
. Ensures prospect/client info is entered, updated, and managed in CRM
. Helps drive improvement by looking for ways to deepen relationship
. Continually expands knowledge of investment techniques and products, trading strategies and market dynamics
SUPERVISORY RESPONSIBILITIES: None
. Demonstrates strong interpersonal, verbal and written communication, and presentation skills
. Develops strong negotiation skills
. Effective problem solving and analytical skills
. S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
. Normal office environment with little exposure to dust, noise, temperature and the like
. Extended viewing of CRT screen
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
. College degree or equivalent experience preferred
. Securities Industry Essentials (SIE), Series 7, 66 (or 63 and 65) and appropriate state insurance licenses are required to be obtained, as documented in the Private Bank Licensing Guidelines
. Minimum of 3 years of successful sales/client service experience in the wealth management services industry
. Ability to use Microsoft Office software including: Word, Excel, and Power Point
. Exhibits a sense of urgency and a continual drive to results
. Demonstrates ability to effectively collaborate and function in a team-oriented environment
. Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style
Fifth Third Bank 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.