Sorts mail according to destination by mail drop or by review of document(s) type / mail received. Ensures all mail is delivered to the appropriate receiving department daily. Scans mail and ensures the documents are uploaded to the appropriate system for storage. Identifies the loss mitigation mail and delivers to the Loss Mitigation team. Tracks and records all received

Provide ongoing support to the development and implementation of CRA scorecards including Lending, Investment and Service. Demonstrate a comprehensive understanding of how areas of CRA analysis collectively integrate to contribute to achieving the Bank's overall CRA performance goals. Oversight of CRA Data including KRIs to monitor CRA assessment. Assist in collaboration

Process annuity applications, review for missing paperwork/documents and verify processing requirements. Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner. Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation. Foll

Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources. Develop and implement a business plan to achieve financial goals and qualitative measures. Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relations

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed Use critical thinking to identify and draft documentation Responsible for regularly completing indicative credit information into Banking Systems with little to no errors Responsible for preparing risk rating scorecard and tickler event analysis and determining actions based

Maintains an inventory of risk issues related to the credit delivery in the Commercial Bank, as well as potential emerging risks. Govern, monitor, and ensure remediation of regulatory, audit, and self identified matters and issues are completed and remediated in a timely manner. Develops and provides oversight of recommendations / action plans to eliminate or mitigate obs

Reconcile assigned accounts according to established procedures daily, weekly, monthly, etc. Work with other bank departments to identify and clear outstanding items in accounts. Perform necessary research to assist other departments in resolving issues. Establish reconciliations for new companies to insure that accounts are properly monitored. Identify and obtain appropr

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can do attitude, and portraying a willingness to help at all times. Have a developed rapport with the customer base and have knowledge of account ownership. Act with confidence b

Accurately maintains complex accounting records and performs all related accounting functions. Oversees preparation of daily entries and monitoring of accounts. Maintains account balances. Prepares complex accounting journal entries and monthly financial statements where applicable. Maintains current accounting policies and practices. Ensures compliance with Generally Acc

Ensure execution of all audit activities in the planning, testing, reporting and wrap up phases in compliance with the Audit Division's methodology /standards and within the timeframes to support department metrics Collaborate with Audit team members to plan audit projects, develop risk and control assessments, develop work programs and other deliverables of audit work. L

Ensure execution of all audit activities in the planning, testing, reporting and wrap up phases in compliance with the Audit Division's methodology /standards and within the timeframes to support department metrics Collaborate with Audit team members to plan audit projects, develop risk and control assessments, develop work programs and other deliverables of audit work. L