Associate Private Client Relationship Mgr

Employment Type: Regular Full/Part Time: Full Time Division: Investment Advisors Location: FIFTH THIRD CENTER, LOUISVILLE, KYGENERAL FUNCTION:
Under direct supervision of senior bankers, incumbent is developing basic client relationship skills. The incumbent assists Senior Private Client Relationship Managers in providing full service banking to selected high income/high net worth individuals.ESSENTIAL DUTIES & RESPONSIBILITIES:
To assist senior private bankers with the following:

Meeting the credit needs of individuals in the selected market segment

Provides deposit accounts and related fee services to assigned customer base

Consults and directs customers to company specialists for advice and implementation (Brokerage, Investment Management)

Cross-sells all trust and retail services not directly provided by incumbent

Builds a referral network to ensure stream of new business prospectsSUPERVISORY RESPONSIBILITIES:
None Job RequirementsMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:BS/BA with concentration in business, finance, accounting or equivalent training and experience. (MBA, CFA, CFP, SERIES 7, 63)
Good interpersonal, oral and written communication skillsE.O.E., M/F/D/V