Commercial Relationship Manager IV

Location: Chicago
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographicarea.Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complexassignedclients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based onclients andprospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in communityactivities.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Business Development

. Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources

. Effective grow long term profitable "lead left" relationships

. Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value 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.

Portfolio Management

. Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.

. Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client''s trusted advisors (e.g. attorney, accountants)

. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

. Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met

. Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets

. Utilize the Bank''s Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities

. Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Credit Excellence

. Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued

. Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).

. 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.

SUPERVISORY RESPONSIBILITIES: No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

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