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Private Banking Relationship Manager

Fifth Third Bank

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Job Snapshot

Location:

Indianapolis, IN ( map it!

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Employee Type:

Full-Time

Industry:

Banking - Financial Services
Accounting - Finance
Sales - Marketing

Manages Others:

Not Specified

Job Type:

Management
Banking
Customer Service

Education:

4 Year Degree

Experience:

3 to 5 years

Division:

Investment Advisors

Post Date:

11/5/2009

Contact Information

Ref ID:

89048

Description Employment Type: Regular

Full/Part Time: Full-time

Division: Division Investment Advisors

Job Description: GENERAL FUNCTION: Manage or share in the management of customer relationships with the guidance of more experienced Private Bankers. The incumbent provides full service banking to selected high income/high net worth individuals. DUTIES AND RESPONSIBILITIES:* Meeting the credit needs of individuals in the selected market segment.* Provides deposit accounts and related fee services to assigned customer base.* Consults and directs customers to company specialists for advice and implementation (Brokerage, Investment Management).* Cross-sells all trust and retail services not directly provided by incumbent.* Builds a referral network to ensure stream of new business prospects.SUPERVISORY RESPONSIBILITIES: None

Requirements KNOWLEDGE & SKILLS REQUIRED: * BS/BA with concentration in business, finance, accounting or equivalent training and experience. (MBA, CFA, CFP, Series 7, 63). * Formal credit training or 3 to 5 years experience in granting credit to affluent individuals or small-to-medium sized business. * Good interpersonal, oral and written communication skills.

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