Middle Market Team Leader

Fifth Third Bank • Dallas, TX

5d

About The Position

The Middle Market Team Leader oversees Relationship Managers to ensure adherence to corporate policy, reviews credit and underwriting, approves over-limit credit, and supports cross-selling. Commercial Middle Market Team Leaders are expected to solicit participations in public debt issuances of clients, subject to current policy limits restricting participation to clients with investment-grade credit ratings.

The role is accountable for managing risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures. It is expected to act in customers’ and colleagues’ best interests and promote a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The position manages sales in a geographic marketing area and serves as the primary relationship contact for a portfolio of existing customers. It works to grow relationships and profitability by facilitating cross-selling of bank services, including to businesses whose primary banking relationship is elsewhere, with the goal of moving that relationship to Fifth Third. The Team Leader monitors customer and industry information, ensures loan reporting and documentation are appropriate, provides outstanding service, and participates in community affairs. The role also provides employee feedback, development, recognition, and succession planning.

Requirements

• Bachelor’s degree or equivalent experience.
• Typically requires 9+ years of experience in credit training and underwriting.
• Excellent interpersonal skills.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks.
• Demonstrated sales and negotiating experience.
• Experience with Word and Excel.

Responsibilities

• Manage the sales process in a specific geographic marketing area.
• Maintain primary relationship contact for a portfolio of existing customers.
• Identify and facilitate cross-selling of the bank’s services.
• Manage customer relationships to the highest profit potential for the bank.
• Promote the bank’s services to businesses whose primary banking relationship is elsewhere, with the goal of moving that relationship to Fifth Third.
• Provide outstanding customer service.
• Meet or exceed goals stated in the compensation plan document.
• Monitor customer performance, abilities, and industry information to determine whether loans remain acceptable risks.
• Ensure appropriate loan reporting, documentation, and review.
• Participate in community affairs and projects to promote the bank’s image.
• Oversee Relationship Managers to ensure adherence to corporate policy.
• Provide credit and underwriting review and over-limit credit approval.
• Support and direct cross-selling efforts.
• Solicit participations in public debt issuances of eligible investment-grade clients.
• Provide employees timely, candid, and constructive performance feedback.
• Develop employees, offer challenging career-growth opportunities, and build talent and succession-planning capacity.
• Recognize and reward employee accomplishments.
• Identify, assess, manage, monitor, and report risks while following Bank policies and procedures.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Incentive compensation plan eligibility, with payments based on company, line-of-business, and/or individual performance.

What This Job Offers

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