Membership Advantage RM
Location: Charlotte
Posted on: January 14, 2021
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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: , Charlotte , Membership Advantage RM, PR / Public Relations , Charlotte, North Carolina
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