Practice Support Specialist II

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General Function:

A dedicated sales support for Healthcare Banking Specialists and Group Managers. Navigating both internal (sales team) and external partners, anticipating needs and supporting requests by effectively leveraging bank resources, policies and products resulting in improved cross-sell, revenue recognition, reduced attrition, and the highest level of 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 & Responsibilities:

• Acts as a primary liaison between sales and clients.
• Includes daily currency transactions, manage overdraft procedure, loan servicing, XAA reanalysis request, opening and closing of accounts and initiation of wire request.
• Participates in sales calls at the request of the sales team.
• Ensures highest level of client experience by taking a proactive approach and partnership committed to meeting service level agreements on all requests.
• Provides service request documentation within CRM allowing deeper analysis and support in finding trends or patterns allowing proactive approach in enhancing client experience.
• Supports development of client proposals/presentations.
• Prepare, generate, and distribute recurring reports such as CRM reports, credit administration reports, pipeline reports, etc., as needed by management.
• Serve as back up for phone/email coverage when Healthcare Banking Specialists is unavailable.
• Implement new processes and procedures based on bank guidelines.
• Provide CRM administrative support to ensure information is correct based on data quality

Metrics

• Includes review of new relationship setups during onboarding.
• Assist Healthcare Banking Specialists with the initial stages of the loan origination process.
• Through timely and accurate delivery of information to Commercial Fulfillment and Loan Services.
• Through coordination and communication of follow up or clarification request.
• Through post-closing review of loan systems to ensure proper onboarding.
• Manage new customer on boarding process.
• Assist in new employee on-boarding administration and Healthcare Banking Specialists reassignments.
• Assist with special projects (i.e.: employee engagement activities, internal training set-up, sales meetings, community involvement, etc.).
• Take ownership of escalated client issues to drive problem resolution with varying levels of complexity.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Requires high school diploma or GED, Bachelor's degree preferred.
• 3+ years of banking experience required.
• Basic knowledge of products and services (loans, deposits, and treasury management)
• Ability to clearly communicate concepts verbally and in written form.
• Ability to work independently and to handle and prioritize multiple tasks.
• Organizational and time management skills are also required.
• Proficiency in PC software: Excel, Word, Outlook, etc.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature, and the like.
  • Extended time at desk and/or viewing computer screens.

Practice Support Specialist IITotal Base Pay Range 48,100.00 - 96,200.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Virtual, Ohio 00000

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.

Originally posted on Himalayas