Membership Advantage RM - Charlotte North Carolina

Location: Charlotte, North Carolina
Posted On: 04/26/2024

GENERAL FUNCTION: Responsible for expanding and deepening the Fifth Third customer base by calling on businesses to provide our Membership Advantage program to employees. Manages a portfolio of Membership Advantage businesses to ensureretentionandexpansion of existing relationships. Services customer needs (directly or indirectly) in a professional manner. Through interaction with senior leadership at businesses, identifies new business and cross-sell opportunities. DemonstrateFifth ThirdBankCore Values in all actions: Integrity, Teamwork & Collaboration, Respect & Inclusion, and Accountability.





DUTIES AND RESPONSIBILITIES:


. Calls on and partners with companies/organizations (at the Middle Market level and above) in offering the Membership Advantage program to its employees/members.


. Professionally presents Fifth Third products and services at employer/employee on-site meetings/seminars focusing on household acquisition and revenue growth


. Conducts financial education seminars to all levels of employees on topics such as home ownership, insurance, investments and personal credit.


. Serves as the company''s/organization''s ongoing relationship manager once a MA partnership is secured and manages a portfolio of MA companies/organizations.


. Partners with Commercial, Business Banking, and other LOBs to develop MA partnerships.


. Independently on boards new companies/organizations to the BOB by proactively calling on Bank prospects/clients (Business Banking/Commercial).


. Utilizes the Consultative Sales Process in uncovering employer financial service needs.


. Coaches and mentors Financial Center teams to develop Membership Advantage partnerships and deliver presentations to clients below Middle Market.


. Develops detailed plans to meet or exceed assigned sales and customer service goals.


. Performs community outreach activities to expand portfolio (e.g. local events, chamber of commerce).


. Responsible for completing all training on schedule including small business sales, prospecting, networking and product knowledge.





SUPERVISORY RESPONSIBILITIES: None.


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