Wealth Management Specialist, Sr. jobs in Fort Lauderdale, FL

Make banking a Fifth Third better

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GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their basic banking needs. Builds effective relationships with Private Banking team to enhance the client experience.

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

-Works under the guidance of the Private Banker and other specialists to ensure the Private Banking client experience is delivered.

-In conjunction with the Private Banker ensures service standards and metrics are met based on client banking needs.

-Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution.

-Assists Private Bankers in the administration of their client relationships.

-May often act as a primary point of contact for the administrative needs of our Private Banking clients.

-Works to identify opportunities to deepen client relationship with basic banking products and services to assigned clients.

-Participates in the Life360 Process as requested.

-Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations.

-Follows documented banking procedures.

-Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.).

-This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

-Associate degree or BS/BA is preferred.

-Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.

-Experienced operating in an environment that stresses both individual accountability and team-based performance.

-Exhibits a sense of urgency in a results-driven environment.

-Strong interpersonal, organizational, written, and oral communication skills.

-Adapts quickly in dealing with an ever-changing banking environment.

-Uses effective problem solving skills to resolve client issues.

-Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel and PowerPoint.

-Knowledge of the Fifth Third banking systems is preferred.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.