Membership Advantage RM

Location: Charlotte
Posted on: April 25, 2024

Job Description:

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.

Keywords: , High Point , Membership Advantage RM, PR / Public Relations , Charlotte, North Carolina