Associate Relationship Manager

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Critical thinking","Conflict management","Communication","Problem-solving","Analytical skills"]

Partner with Relationship Managers to support sales and servicing by qualifying prospects, conducting industry research, and maintaining prospect profiles and CRM data. Build client presentations, assist in identifying client solutions, and manage risk through accurate KYC due diligence and analytical deal support. Support opportunity documentation, including initial pricing analysis and relationship pricing models, while contributing to conflict management and delivering positive customer experiences.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Associate Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Partner with Relationship Managers to support sales and servicing by qualifying prospects, conducting industry research, and maintaining prospect profiles and CRM data. Build client presentations, assist in identifying client solutions, and manage risk through accurate KYC due diligence and analytical deal support. Support opportunity documentation, including initial pricing analysis and relationship pricing models, while contributing to conflict management and delivering positive customer experiences.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Partner with Relationship Managers in sales and servicing and perform analytical tasks as needed.
  • •Assist with identifying and qualifying prospects and conducting industry research.
  • •Create and maintain prospect profiles in CRM and update KYC due diligence information.
  • •Create client presentations and work with Relationship Managers to identify client solutions.
  • •Support deal documentation by performing initial pricing analysis, generating relationship pricing models, and drafting deal screen/opportunity memos.
Travel: Low travel

Key Requirements

  • •Bachelor's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent work experience preferred.
  • •1-2 years of related commercial banking, finance, accounting, or similar experience.
  • •Novice knowledge of financial and risk analysis, and US economy and regulations.
  • •Novice sales and business development acumen.
  • •Proficient in Microsoft Office and strong verbal/written communication for negotiations and group presentations.
Experience:Commercial bankingCommercial lendingFinanceRisk analysis
Education:Bachelor's
Skills:Critical thinkingConflict managementCommunicationProblem-solvingAnalytical skills
Tech Stack:CRMMicrosoft OfficeKYCLoan Doc Prep System

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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