Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker dealer, investment advisor and insurance agency. Determines whether transactions are in conformance with regulatory requirements, as well as firm and industry standards. Determines whether recommended securities and/or insurance transactions ar

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

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

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

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

Develop and maintain volume levels commensurate with assigned territory objectives. Maximize penetration levels in dealerships through performance ratios by continually tracking applications, approvals, bookings, and quality of submissions/paperwork. Identify and close key dealers that can be strategic partners. Serve as liaison between dealers and each 5/3 department. De

Must be able to articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. Demonstrate an ability to understand payment and commerce solutions/ processes, as well as proficiency in knowledge of all strategic TM solutions and their benefits to our clients. Manage internal relationships and centers of