Preferred Team Manager

Fifth Third Bank•Louisville, KY

12d•Onsite

About The Position

This leadership role will be responsible for driving consistent execution of the delivery of retail, securities and insurance products and services. Will collaborate with both Retail and Brokerage leadership to lead sales performance and education for licensed bankers. Responsible for adherence to regulatory and Bancorp policies, procedures and compliance within assigned territory. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements

College degree or equivalent experience required.
Series SIE, 7, 66, 24, and insurance licenses required.
Requires 7+ years’ experience in a sales environment and financial industry.
Position requires in-depth knowledge of Retail and Brokerage policies and procedures in order to effectively lead and supervise the licensed banker population.
Requires strong verbal and written communications skills, excellent presentation skills, and strong PC skills.
Must be able to collaboratively work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers and upper management.
Work requires excellent organizational skills and the ability to multi-task and to be flexible.
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
Pass consultative selling skills certification and complete ongoing educational requirements as prescribed
Ability to travel required.

Responsibilities

Consistently coach assigned Preferred Relationship Managers/Advisors using consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.
Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.
Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to household reports, financial center p/l's, financial needs assessments (FNA), credit queue's and all dashboards.
Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.
Facilitate educational updates and requirements for Licensed Bankers utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure bankers are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.
Manage the licensing process for the licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.
Participate in new licensed banker onboarding to include licensed banker orientation and required coursework completion
Maintains knowledge regarding Investment products distributed though out the Retail channel.
Responsible for all FTS supervisory duties within assigned territory
Position is part of the Series 24 principal management matrix with Series 24 principal supervisory responsibility of licensed bankers in an assigned territory.
Direct supervision of Preferred Relationship Managers/Advisors in assigned territory.
Provides employees timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; develop appropriate talent pool to ensure adequate bench strength and succession planning; recognize and reward employees for accomplishments.