Teams at Fifth Third Bank

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted client relationships, assess financial needs, recommend banking and investment solutions, generate referrals, and meet sales goals. Support financial center teams, maintain product expertise, participate in customer outreach and community events, and manage risk while delivering a positive customer experience.

Advises Private Bank clients on wealth goals, develops new business, manages client relationships, coordinates specialists and external advisors, delivers wealth planning and investment solutions, leads onboarding and client reviews, identifies cross-selling opportunities, maintains CRM records, and manages relationship profitability while adhering to banking risk and compliance standards.

Develops profitable commercial banking relationships with companies generating $50 million to $1 billion in annual sales. Manages complex client portfolios, advises senior executives, coordinates treasury management, capital markets, wealth management, lending, and credit solutions, and leads business development activities. Analyzes financial statements and credit requests, monitors portfolio risk, supports client relationship strategies, uses CRM tools, and participates in regional or local community and industry activities.