Fifth Third Bank - Orlando, FL

posted 25 days ago

Full-time - Senior
Orlando, FL
Credit Intermediation and Related Activities

About the position

The Senior Institutional Consultant leads new business development of institutional investment management, retirement plan advisory services, trust and custody solutions, and other products to institutional clients and prospects. In support of the FTIS sales process, collaborates closely with Institutional Relationship Managers, Institutional Portfolio Managers, Commercial Relationship Managers, and Corporate Banking Officers to provide creative solutions for prospective and current institutional clients. The Sr. Institutional Consultant leads a consultative, team-based sales process, partnering with subject matter experts to develop and present customized solutions to our prospective clients.

Responsibilities

  • Drive consultative sales process through referrals obtained through deep internal and/or external partnerships, as well as self-generated leads.
  • Develop and close new sales, concentrating on assigned markets and client profiles.
  • Achieve financial goals, including new business sales goals.
  • Effectively communicate the Bank's expertise in and experience with a broad array of institutional investment products.
  • Embrace and advocate Fifth Third Institutional Services' value propositions and points of differentiation.
  • Proactively execute on One Bank activities, including attending local One Bank Meetings, pre-call planning, and post-call follow-up.
  • Establish and follow best practices to consistently engage internal and external referral sources.
  • Expand external sources of referrals (COIs) by organizing and participating in industry meetings.
  • Continuously enhance and develop industry expertise for key buyer market segments.
  • Utilize marketing tools and research to identify, qualify, and support new business opportunities.
  • Assist in the development and analysis of pricing for all new business.
  • Coordinate review and approval of all non-standard items with appropriate internal resources.

Requirements

  • Bachelor's degree.
  • Eight or more years of institutional or financial services sales experience required.
  • Proven track record of success achieving sales goals.
  • Solid sales foundation with demonstrated skills including pipeline management, developing creative solutions and negotiating fair fees.
  • High level of industry knowledge covering corporate retirement plans, investment management strategies, and trust and custody solutions.
  • Excellent interpersonal, verbal, and written communication skills.
  • Exceptional presentation skills.
  • Demonstrated relationship management and collaboration skills.
  • Ability to use software including Word, Excel, PowerPoint, CRM and related systems.
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