Business Banking Relationship Manager II (Dallas)

Fifth Third Bank • Frisco, TX

6d

About The Position

The Business Banking Relationship Manager II is responsible for business development, relationship management, and client experience for companies with annual gross sales of at least $2 million and generally less than $10 million. The role helps business owners achieve personal and business financial goals by providing tailored banking solutions and serving as a trusted advisor. In collaboration with product partners, the manager identifies client needs and develops revenue through loans, deposits, treasury management, and other applicable banking services. The position may be located in a Financial Center.

The role is accountable for managing risk and following bank policies and procedures while delivering a positive experience for customers and colleagues. It requires identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The position is based in Dallas, Texas. Work takes place in a normal office environment, with extended viewing of a CRT screen and regional/local travel; frequent travel may be required depending on assignment.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least 3 years of sales experience.
• Formalized credit training or equivalent credit risk experience.
• Ability to build new and existing client business and provide a positive client experience.
• Strong business acumen, including detailed analysis, financial statement review, and knowledge of advanced accounting principles.
• Thorough knowledge of Commercial and Treasury Management services, as well as alternative lending and financing options.
• Ability to assess client needs and profitability drivers and optimize financial solutions across corporate and personal life cycles.
• Effective problem-solving and analytical skills, including the ability to handle and prioritize multiple tasks.
• Strong verbal and written communication skills, including experience with face-to-face negotiations and group presentations.
• Ability to champion the Bancorp vision and core values through personal actions and leadership influence, and to work in a team-based sales environment.
• Proficiency in Microsoft Office software.
• Ability to travel regionally or locally.

Nice To Haves

• At least 3 years of experience managing business banking or commercial relationships.
• Underwriting experience.
• Familiarity with prospecting and CRM sales tools.
• Microsoft certifications.

Responsibilities

• Prospect for new clients through referral sources, existing clients, financial centers, and centers of influence.
• Work with product partners to analyze, evaluate, and develop tailored relationship strategies for clients and prospects.
• Attend community and industry forums, conferences, and meetings to expand relationship networks and referral sources and to develop knowledge of industry trends, practices, services, and competitors.
• Retain and grow long-term profitable lead client relationships.
• Cross-sell applicable Fifth Third products and services to business customers and their owners or senior management, with the goal of becoming their lead or primary bank.
• Plan and conduct relationship strategy and review meetings with product partners.
• Coordinate client-facing activities, including credit support and involvement of other product partners.
• Conduct pre-call planning, use the One Bank Consultative Sales approach, and complete prompt post-call follow-up.
• Use the Bank’s CRM system to track client activity, call reports, and pipeline management.
• Partner with Portfolio Managers and Credit Officers on credit requests and follow established Portfolio Management guidelines.
• Meet credit standards and metrics related to asset quality, credit administration, documentation, covenant data integrity, matured notes, document exceptions, and RAROC.
• Monitor customer financial performance, condition, and industry trends to assess whether credit exposure is acceptable and appropriately priced.
• Complete administrative responsibilities in a timely manner.
• Follow bank policies and procedures, raise concerns, and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits programs designed to support employees’ and their families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.
• Eligibility to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level