Total 21 Manager level Finance / Banking / Insurance job vacancies in Dana Ops Center (Cinci OH)

Job Description:

GENERAL SUMMARY (Describe the overall duties and responsibilities of the job):

To develop, implement and maintain a sales and marketing plan to develop Cooper-Standard as a supplier of choice for the local market. The Account Manager will directly communicate with customers, manufacturing and cooperate offices all aspects to ensure good communication between all parties. She/He will establish sales objectives, forecasts and stay knowledgeable of current trends and opportunities in the industry.

ESSENTIAL DUTIES AND RESPONSIBILITIES  (Duties required for successful job performance):

1.         Developing and implementing sales strategy.

2.         Developing marketing plans, projected sales forecasts, potential-product lists.

3.         Establish strong relationships with major OEM automobile manufacturers in east region

4.         Report to the Sales Manager on sales status, progress and plans.

5.         Establish procedures/processes for customer interaction such as quoting, engineering requests, prototype parts, etc..

6.         To stress on price negotiation with customer.

7.         Evaluate price estimation.

REQUIRED EDUCATION and/or EXPERIENCE (These are the traditional minimum, or required, bona-fide occupational qualifications and other requirements of most people in this job).

1.         5 years sales related experience in the automotive industry with contacts in the major COEM automotive makers in China.

2.         Familiar with SAIC is a plus.

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Position Type:

Additional Locations: 

Additional Information:

Remote Status:

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

JOB DETAILS:           Support platform which combines Salesforce applications and point of sales systems. Work on the definition,

implementation, delivery and maintenance of the Salesforce platform. Supervise the administration, configuration and development of the platform. Collaborate on new features. Use Apex and entire salesforce platform. Use various databases, tools, languages and cloud technologies.

REQUIREMENTS:    Bachelor’s in computer science, information systems, electrical engineering or related field of study. 7 years of experience with Salesforce configuration and development with at least 3 years experience with Apex and entire salesforce platform. At least 2 years with major RDBMS products, Unix/Linux and Windows systems, relational databases and distributed computing principles. 1 year of experience with CXOne.

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree in public relations, communications or journalism; graduate degree or APR accreditation preferred.
• Minimum 10 years’ experience in public relations and media relations, including experience as on-the-record spokesperson with media.
• Experience working in the financial services industry preferred.
• Exceptional research, writing, editorial and verbal communication skills, with demonstrated ability to communicate complex or technical information internally and externally.
• Skilled strategist who also understands the nuances and tactics of the public relations profession.
• Ability to manage complex projects in a fast-changing, matrixed environment.
• Understanding of evolving communications trends.
• Strong executive presence and high emotional intelligence.
• Experience working directly with executive leadership.
• Proven strategic agility and collaboration.
• Ability to understand and conceptualize specific ideas and theories.
• Adept time management and responsiveness skills.
• Must be able to exercise sound judgment independently.
• Must have the ability to handle conflicts and successfully manage multiple projects concurrently.
• Proven attention to detail and quality of work.
• Fluency with Office 365 including Word, Excel, PowerPoint; Microsoft Outlook, Teams, SharePoint and Stream applications.

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree in public relations, communications or journalism; graduate degree or APR accreditation preferred.

• Minimum 10 years’ experience in public relations and media relations, including experience as on-the-record spokesperson with media.

• Experience working in the financial services industry preferred.

• Exceptional research, writing, editorial and verbal communication skills, with demonstrated ability to communicate complex or technical information internally and externally.

• Skilled strategist who also understands the nuances and tactics of the public relations profession.

• Ability to manage complex projects in a fast-changing, matrixed environment.

• Understanding of evolving communications trends.

• Strong executive presence and high emotional intelligence.

• Experience working directly with executive leadership.

• Proven strategic agility and collaboration.

• Ability to understand and conceptualize specific ideas and theories.

• Adept time management and responsiveness skills.

• Must be able to exercise sound judgment independently.

• Must have the ability to handle conflicts and successfully manage multiple projects concurrently.

• Proven attention to detail and quality of work.

• Fluency with Office 365 including Word, Excel, PowerPoint; Microsoft Outlook, Teams, SharePoint and Stream applications.

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
Responsible for managing region and state-wide assessment area risk associated with Community Reinvestment Act performance. Provide local expertise and effectively communicate with Region senior management team as well as other key internal and external stakeholders. Lead the development and implementation of the banks Community Reinvestment Act/ Community and Economic Development strategies at the region level within assigned assessment areas. Assists in leading Bancorp strategic projects/initiatives for Bancorp Community and Economic Development function. Responsible for oversight of multiple markets/primary cities and/or a market with increase complexity and inherent risk.
 

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 AND RESPONSIBILITIES:
Lead the development of the regional community and economic development market execution plan strategies and initiatives to accomplish CRA performance goals for assigned assessment area.

• Assess community needs and execute on the banks strategy to build strong communities ensuring alignment with the community and economic development vision and priorities.
• Participate in the Community and Economic Development /Community Reinvestment Act performance assessment process.
• Develop and maintain relationships with key community partners and nonprofit organizations as well internal region and Bancorp leaders and partners in marketing and communications, corporate social responsibility, government relations, business resource groups and the Fifth Third Foundation.
• Maintain a positive relationship with local regulatory agencies throughout the assessment area on Community Reinvestment Act performance concerns.
• Take an active, or leadership role, in task forces and projects that relate to the banks Community Reinvestment Act program and or the Community and Economic Development Group priorities.
• Assist other region Community and Economic Development Managers on risk/compliance matters, as requested by the community and economic development group leadership.
• Responsible for continuous learning and maintain knowledge of changes in regulation, community development tools, programs and product knowledge that support CRA or LMI communities.
• Analyze and present CRA performance reports to regional senior management in accordance with the banks CRA program and develop solutions to address performance gaps.
• Develop and maintain a strong network of community development stakeholders and partners, as well as centers of influence for engagement in community development and other Community Reinvestment Act related efforts.
• Cultivate and facilitate partnership opportunities between Fifth Third Bank employees and community-based organizations that assist the Bank in meeting its CRA performance objectives.
• Represent the bank as a leader in the community, projecting a positive image to, includes serving on boards/ committees or taskforces that support low and moderate income communities and attend community events related to Community Reinvestment Act /community development.
• Work with internal business partners to drive engagement of region associates in community development initiatives.
• Lead internal and external community development related activities.
• Build Community Reinvestment Act related business development relationships through consistent calling efforts on existing and prospective customers in partnership/coordination with Line of Business partners.
• Lead community development related activities as a visible representative of Fifth Third Bank in the community.
• Identify and evaluate community and economic development partnerships and impact of the bank's philanthropic investments and nonprofit sponsorships.
• Contribute to the company’s Community Reinvestment Act (CRA) exam by ensuring programs and initiatives support and or benefit low and moderate income (LMI) communities.
• Cultivate and facilitate the activation of community and economic development donations and sponsorship requests and partnerships.
• Manage the regional charitable contributions budget and local giving council to ensure charitable investments align with the bank's strategic priorities.
• Comply with all risk management policies, procedures and standards as outlined in Community Reinvestment Act Alerts and directives issued by the Community and Economic Development Group Leadership.
• Understand and promote the use of community development/reinvestment programs/initiatives/subsidies available that advance the region's community development lending and position the region as a market leader in community reinvestment matters.
• Develop and cultivate relationships that lead to measurable lending and deposits opportunities for Fifth Third.
• Establish and maintain a strong network of market community development intermediaries (including government agencies), non-profit and for-profit organizations
• Complete required compliance training.

SUPERVISORY RESPONSIBILITIES:
Providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential by providing challenging opportunities; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

• 7+ years’ experience in implementing/managing Community Reinvestment Act /community development related strategies.
• Extensive knowledge of laws and regulations related to the Community Reinvestment Act
• Large bank experience with Community Reinvestment Act related consumer products and services, small business banking and/or community development lending, including Community Reinvestment Act qualified tax credit initiatives, preferred.
• Ability to analyze Community Reinvestment Act performance and market data as well as prepare qualitative and quantitative assessments and effectively communicate results to varying levels within the organization.
• Strong project management skills required to develop and implement project/initiative plans across assigned assessment area(s).
• Effective written and oral communication skills required, with the ability to interface with internal and external stakeholders and community partners.
• Knowledge of Microsoft Office products, Word, Excel, PowerPoint and SharePoint required.
• Ability to work independently as well as with a team, to identify opportunities and solutions that contribute to the banks Community Reinvestment Act performance.
• Possess the knowledge and leadership agility to lead implementation of Bancorp Community Reinvestment Act strategies.
• Prior regulatory, risk management or compliance experience is preferred.
• Bachelor’s degree required.

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.

Job Description:

GENERAL SUMMARY (Describe the overall duties and responsibilities of the job):

To develop, implement and maintain a sales and marketing plan to develop Cooper-Standard as a supplier of choice for the local market. The Account Manager will directly communicate with customers, manufacturing and cooperate offices all aspects to ensure good communication between all parties. She/He will establish sales objectives, forecasts and stay knowledgeable of current trends and opportunities in the industry.

ESSENTIAL DUTIES AND RESPONSIBILITIES  (Duties required for successful job performance):

1.         Developing and implementing sales strategy.

2.         Developing marketing plans, projected sales forecasts, potential-product lists.

3.         Establish strong relationships with major OEM automobile manufacturers in east region

4.         Report to the Sales Manager on sales status, progress and plans.

5.         Establish procedures/processes for customer interaction such as quoting, engineering requests, prototype parts, etc..

6.         To stress on price negotiation with customer.

7.         Evaluate price estimation.

REQUIRED EDUCATION and/or EXPERIENCE (These are the traditional minimum, or required, bona-fide occupational qualifications and other requirements of most people in this job).

5 years sales related experience in the automotive industry with contacts in the major COEM automotive makers in China.

Position Type:

Additional Locations: 

Additional Information:

Remote Status:

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Establish sales goals, define and manage to success formulas, coach and educate business partners.
• Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback.
• Develop and implement sales strategies specific to assigned markets.
• Implement and maintain necessary systems infrastructure to support Wealth client facing associates including group email, telephone/call center, support case tracking and other technologies. Stay abreast of industry trends, competitive advantages, and vendor advancements.
• Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions.
• Deliver on implemented KPI’s with a focus on continual improvement to enhance the internal and external client experience.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Bachelor’s degree in Business or other related field of study.
• Minimum of 10 years Financial Services experience.
• Technically sound with demonstrated knowledge and understanding of servicing Wealth and investment management client needs, operational processes and key systems needed to support the Wealth client. Knowledge and understanding of key performance metrics.
• Relevant experience in managing sales and client service teams.
• Ability to achieve high level results while adhering to Enterprise Risk Management (ERM).

Preferred Knowledge and Skills

• Outstanding leadership and collaborative qualities.
• Master’s degree in Business preferred.
• Advanced designation such as CFP® or ChFC® preferred.

Level of Complexity and Scope

• Problems faced are moderately to highly complex in nature

Degree of Independence and Decision-Making

• Works with limited supervision
• Applies guidelines with proficiency and effectively manages workflow of team
• Collaborates with senior and executive roles

Required Supervisory Responsibilities

• Manage a team of Wealth Advisors, including hiring, retaining, and managing ongoing performance of the team.

Physical Requirements

• Sit and work on a computer for long periods of time
• Converse with clients
• Occasionally lifts and carries up to 50 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives
• Driving as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Model the way for peers and coworkers aligned with First Financials Mission and Values.
• Maintain a banking center environment and commitment to exceptional client experience to foster client loyalty and relationship development.
• Ensure that banking center performance goals are met or exceeded, within their respective branch and supporting the overall goals of the District and Region.
• Foster an inclusive and team-oriented environment, leading communication efforts and team collaboration at every level.
• Develop and lead a team who is knowledgeable in bank products, processes, policies and procedures, and willing to help each other and other teams in the District.
• Overall responsibility for managing banking center success which includes daily operations, successful audit scores, and sales execution.
• Open deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team’s execution of growing accounts; loans and deposits, both consumer and business.
• Actively manage the onboarding of new clients, ensure client follow up calls are conducted in the proper time frame.
• Manage overall financial center sales and the overall performance, understanding how it impacts the District and company.
• Engage in coaching and recognition.
• Update team members on progress towards goals.
• Develop strong business relationships with key partners focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making needed introductions/referrals. Including, but not limited to:
• Business Specialists, Worklife Specialists, Financial Wellness Advisors, Preferred Bankers, Private Bankers, Wealth Advisors, Mortgage Loan Officers, and Commercial Partners.
• Integrate well into the community, developing outside sales opportunities through visibility and active participation in community groups. Discover and support site-specific events open to the community.
• Manage the day-to-day activities that align with The First Financial Bank Experience (FFB Experience)
• Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
• Ensure that all associates are delivering a quality client experience.
• Deepen and expand relationships of clients.
• Actively manage the onboarding of clients.
• Lead the daily huddles and team meetings.
• Attract new associates who align with the First Financial Bank/FOCUS culture and be a continued resource to that associate to promote engagement. Assist District Leader and Retail Regional President with interviewing prospective candidates.
• Ensure all associates actively manage their respective client relationships.
• Develop associates through observational coaching, joint sales calls, and utilization of the coaching model. (R.O.P.E.)
• Maintain all operational and risk management standards
• Assist District Leader with facilitation of conference calls and leading of team meetings and District/Region communication.
• Act as a liaison between peers, the District Leader, and Retail Regional President, supporting and delivering on retail-wide initiatives, communication, and engagement.
• Typically the Financial Center Manager III is only responsible for leading a single office.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 1-2 years of experience in coaching and/or mentoring in a retail environment.
• 1-2 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.
• 1-2 years demonstrated prior success with achievement of performance goals.
• High school diploma or general education degree (GED) required
• Associate’s or Bachelor’s degree and/or equivalent banking work experience preferred
• 1-2 years related experience and/or training; or equivalent combination of education and experience

Preferred Knowledge and Skills

Level of Complexity and Scope

• Occasionally lifts and carries up to 50 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives.

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control.  The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.

Responsibilities:

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
• Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
• Aid in the design and implementation of technology including testing and rollout.
• Provide training and support to transaction management staff and business constituents.
• Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
• Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle
• Participate in projects to enhance performance and efficiency.
• Take part in loan remediation and loan system testing / migrations.
• Actively manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Providing middle office Trade Finance support and connecting Product, Credit Risk, Legal and Operations for our Receivables Purchase portfolio Roles and Responsibilities for TTS products including Global Accounts Receivable Program (GARP), Global Credit Insured Accounts Receivable (CIAR), Supplier Chain FInance (SCF), Distribution Finance (DF) .

Qualifications:

• 5-8 years of experience
• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. 
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Tableau or visualization tool familiarity
• Experience with Loan IQ, transaction capture tools, etc.
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at large financial Institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• Experience working with clients under time constraints to facilitate a transaction or process.
• Proven ability to collaborate with team members, Senior management and other business constituents
• Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
• Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
• Deep understanding of operational processes supporting Wholesale lending
• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
• Ability to work in an environment where priorities are frequently changing

Education:

• Bachelors/University degree or equivalent experience

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Audit Manager is an intermediate level role responsible for managing a team that is performing complex and critical audits and assessments of Citi’s risk and control environments in coordination with the Audit team. The overall objective is to recruit, develop, and manage an effective Internal Audit team, that ensures the firm meets audit standards and regulations in partnership with business leaders and the develop, execute, and evaluate audit plans. The role also includes taking direction from the audit senior manager and audit director to assist in other audit functions, including issue validations and risk assessments, in accordance with Citi’s internal audit methodology.

Responsibilities:

• Develop and execute audit plans
• Manage a small to medium sized team of Internal Audit professionals that delivers audit reports, in accordance with Internal audit and regulatory standards
• Recruit staff, develop talent, build effective teams, and manage a budget
• Manage audit activities for a component of a product line at the regional or country level including a portion of the annual audit plan
• Review and approves the Business Monitoring Quarterly summary and serve as lead reviewer for various tasks
• Collaborate with teams across the business and determine impact on the overall control environment and audit approach
• Advise and assists the business on change initiatives, while advancing integrated auditing concepts and technology adoption
• Apply an in-depth understanding of Internal Audit standards, policies and technology to a specific product or function
• Use communication skills to influence a wide range of internal audiences including product, function, or regional executive management partners
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years of relevant experience
• Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
• Experience with Regulatory reporting is a plus
• Effective verbal, written and negotiation skills
• Effective project management skills
• Effective influencing and relationship management skills
• Demonstrated ability to remain unbiased in a diverse working environment

Education:

• Bachelor's/University degree, Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Roles and Responsibilities:

Fund Performance Analysis

• Conduct quantitative fund analysis to dissect the feature and performance of competitors’ fund products.
• Conduct multi-dimensional fund comparison between AIMHK’s funds and competing funds.
• Work with Group Investment’s Middle Office, AIMHK’s investment teams and AIAHK’s stakeholders to prepare regular and ad hoc fund performance related reports.

Portfolio Modelling & Simulation

• Conduct portfolio modelling, simulation and back-testing to validate and support new product ideas.
• Propose optimal asset and/or regional allocation mix for new fund products based on in-depth quantitative analysis and simulation.

Fund Ranking Modelling

• Manage and maintain an in-house developed Visual Basic fund ranking model.
• Run the fund ranking model on a regular basis and report the ranking results to AIAHK’s ILP team as part of AIMHK’s Type 4 advisory services.

Model Portfolios For ILAS/PLP Customers

• Assist AIAHK’s ILP team with the development and ongoing monitoring of model portfolios for ILAS/PLP customers.
• Conduct in-depth fund style and scenario analysis on funds on AIAHK’s ILAS platform to enhance the performance of model portfolios.

Ad hoc Quantitative Analysis

• Provide ad hoc quantitative analysis on investment fund markets.
• Communicate the findings to fellow colleagues of the Product & Business Development team. 

Stakeholder Management

• Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. investment, ILP & MPF teams), Group Investment (e.g. GIMO) and AIAIM in Singapore. 
• Provide investment & fund related supports to the MPF and ILAS teams of AIAHK. 

Minimum Job Requirements:

• At least 10 years of experience in quantitative finance or portfolio/fund analysis in fund houses, investment banks or financial institutions.
• Postgraduate qualification in mathematics, statistics, econometrics, actuarial science, or quantitative-related subjects.
• Well-verse in Visual Basic, Bloomberg and Morningstar system.
• Investment-related professional qualification (e.g. CFA, FRM or CIPM).
• In-depth understanding of quantitative dynamics of major asset classes, including equities, bonds and currencies.
• Ability to quantitatively translate investment product ideas into model portfolios and perform portfolio simulation.
• Knowledge of retail financial markets and wealth management products.
• Strong presentation and report-writing skills.
• Good team player with strong coordination skills to work with colleagues from various cultural background.

Others:

• You are required to obtain the relevant license(s) if your job involves regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

• GENERAL FUNCTION:

  Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have extensive knowledge and experience working with high revenue, more complex relationships. This role is expected to solicit participation in public debt issuance for clients. This role is expected to activity participate in community activities.

  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 AND RESPONSIBILITIES:

  • 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 relationships.
  • Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
  • Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
  • Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
  • Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience.
  • Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
  • Analyze financial information provided to determine the credit request that should be pursued.
  • Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
  • Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).

  SUPERVISORY RESPONSIBILITIES:

  No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

  MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

  • Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
  • Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
  • Formalized commercial credit training or equivalent credit experience required.
  • Underwriting experience preferred.
  • Proven track record of partnership with investment bankers to provide strategic and capital market advice.
  • Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
  • Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
  • Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
  • Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
  • Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
  • Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals.
  • Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
  • Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
  • Proven ability to work in a team-based sales environment.
  • Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
  • Regional /local travel.

  #LI-JB1

  WORKING CONDITIONS:

  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of CRT screen.
  • Frequent travel possible depending on assignment.

• Additional Job Description

  As a member of the Commercial Banking team, you will:

  • Build thriving relationships and help drive financial success for your clients.
  • Collaborate with internal partners, including local credit partners, to build holistic solutions.
  • Leverage partnerships with centers of influence, clients and referral sources to maximize success.
  • Manage profitability, minimize risk and demonstrate knowledge of trends and the competitive landscape through the Bank’s one-of-a-kind Customer Relationship Management (CRM) system.
  • Demonstrate your ability as a trusted advisor in all relationships, including the team members you mentor and grow.
  • Enjoy a well-rewarded career with a company that helps you do your best work each day, provides the tools you need to succeed, and fosters a culture of engagement and support.
  • Serve as part of a team focused on improving lives and communities,

  The most successful individuals in this role typically have 6+ years of commercial banking experience and credit expertise.

  Our top performers have:

  • Past success building new and existing business while ensuring exceptional, personalized service.
  • The ability to excel in a collaborative, highly- matrixed environment.
  • The skill to communicate with impact to a group.
  • Strong influence and negotiation skills.

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The SEO & Digital Content Manager is responsible for leading the development and optimization of content and SEO across Fifth Third Bank's digital presence in support of specific marketing objectives, as well as the bank’s objectives as a whole. They are the expert internal resource the bank can rely on for collaboration and consultation when it comes to content development, SEO best practices, strategic marketing, process and implementation, and more. 

They must be well versed in SEO best practices, as well as content strategy and development. They are expected to strategically use SEO and content marketing to increase bank authority, drive organic traffic, publish and promote thought leadership, and improve overall engagement with current and potential customers across all bank disciplines and lines of business. They must continually evolve the depth, breadth and overall quality of the bank’s online presence as part of an ongoing effort to position Fifth Third as the industry leader for relevant financial sectors.

As part of the Digital Marketing team, the SEO & Digital Content Manager will report to the Digital Marketing Director lead strategic SEO implementation across Fifth Third properties, as well as content development for long- and short-term initiatives, campaigns and programs. They will be responsible for the budgets associated with those efforts, manage the day-to-day operations of relevant agencies, coordinate with internal teams on individual projects, and lead the decision-making process for SEO and content efforts. They will be a principal internal resource – for marketing and for the bank as a whole – for both consultation and hands-on work as it relates to shaping a robust and effective digital ecosystem for the bank.

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 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 AND RESPONSIBILITIES:

• Develop and manage an industry-leading SEO and content strategy that leverages industry trends, established best practices and best-in-class content.
• Develop, oversee and implement standards, systems and processes for content creation, maintenance, and optimization that align with marketing and overarching Bancorp standards, and SEO best practices. 
• Develop editorial calendars, SEO initiatives, content strategies, conversion rate optimization plans, and other documentation in support of content, digital and SEO initiatives.
• Work collaboratively with internal and external partners to define content workflows and approval processes.
• Manage relevant agency relationships and associated budgets to ensure work and costs are being used efficiently and effectively.
• Act as internal authority and resource for initiatives across the bank in order to provide strategic SEO and content recommendations based on proven data and expertise.
• Analyze, review and report on effectiveness of SEO and content tactics and campaigns, overall engagement and bank authority in an effort to maximize results across channels.
• Monitor and evaluate industry activity and trending topics to inform ongoing SEO and content optimizations, and inform internal stakeholders and other decision makers accordingly.
• Lead SEO and content efforts within complex projects, facilitating strategy, process and implementation.
• Consult on other digital projects and initiatives as needed.

SUPERVISORY RESPONSIBILITIES:  None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's Degree in marketing or other related field and/or equivalent work-related experience.
• A minimum of 10 years in SEO strategy and implementation marketing, as well as direct experience with content marketing
• Established knowledge base in planning, managing, and executing content marketing and SEO initiatives, including experience as a content creator/publisher.
• Expertise in the online space (web, email, search, podcasting, blogging, etc.) and demonstrated knowledge of fundamental digital marketing distribution.
• Clear understanding of the digital ecosystem and how to integrate SEO and content, as well as achieve and articulate success.
• Self-motivated and able to manage multiple tasks and priorities within specified timeframes.

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Experienced manager with primary responsibility for the management of one or more functional accounting teams (functional accounting teams may include LOB accounting, Shared Services, etc). Additionally responsible for managing assignments involving accounting projects, providing oversight in the development and maintenance of accurate and detailed accounting records, and preparation of financial statements and specialized reports.

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 AND RESPONSIBILITIES:

• Manages team(s) to ensure the effective completion of the team’s operational objectives.
• Benchmarks the performance of team against established targeted proficiency levels.
• Measures the team’s employees by establishing performance standards and comparing actual performance against those standards.
• Manages the staffing, performance plans and salary administration for the team’s employees.
• Manages the maintenance of complex accounting records and the performance of all related accounting functions for the team.
• Responsible for ensuring the team’s compliance with established schedules/operational objectives that are associated with the month-end closing process.
• Responsible for the preparation of various management reporting associated with the team’s responsibilities (appropriation reporting, T&E reporting, OTTI reporting, etc.).
• Manages the preparation of daily entries, monitoring of accounts, and maintenance of account balances.
• Manages the preparation of monthly financial statements.
• Ensures the team’s compliance with the Bancorp financial controls policies including reconciliations.
• Promotes continuous improvement.
• Continuously searches for process improvements to be leveraged by the team.
• Leverages technology to enhance efficiency and productivity.
• Identifies opportunities to improve the accounting processes.
• Responsible for identifying technical accounting issues in the team’s area of responsibility, ensuring that the appropriate resources in the Accounting Risk and Policy Group are consulted and ultimately ensuring that all such issues are resolved in a timely fashion.
• Responsible for performing special accounting projects associated with the team’s responsibilities.
• Responsible for managing team assignments associated with Bancorp acquisitions, divestitures and systems conversions.
• Responsible for responding to inquiries from auditors, regulators and management associated with subject matters related to their team’s area of responsibility.
• Establishes & fosters working relationships with peers and management within customer and functional areas including LOBs and Bancorp Finance.

SUPERVISORY RESPONSIBILITIES:

Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees accomplishments. Directly manages accounting staff and/or accounting managers and supervisors

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s Degree in Accounting, Finance or Economics required. MBA and or other certification (CPA, CMA, etc.) strongly preferred.
• Minimum of 10 years accounting or related experience. Banking or Public Accounting experience a plus.
• Previous Management experience required.
• Proficient in advanced spreadsheet applications.
• Demonstrates ability to learn and understand financial systems such as TM1, Managed Pay, GEAC and Frontier.
• Demonstrates the Fifth Third Leadership Competencies of Strategic Agility, Change Leadership, Talent Optimization and Community Involvement.
• Considered a subject matter expert.
• Strong communicational skills including the ability to communicate both to superiors and subordinates in an effective manner.
• Has in-depth functional expertise and broad business knowledge.

#LI-BP1

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.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program.  This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• 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 Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
• Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
• Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
• Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
• Learn to cultivate a One Bank culture that proactively collaborates with business partners
• Participate in activities that benefit the communities we serve
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
• Additional duties as assigned
   

SUPERVISORY RESPONSIBILITIES:
Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or two (2) or more years of leadership experience in a sales environment
• Ability to professionally represent Fifth Third Bank in verbal and written communication
• Capable of analyzing credit and financial information
• Ability to successfully execute and coach sales activities
• Exhibits business acumen
• Demonstrated ability in making sound decisions
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
   

WORKING CONDITIONS:

• Normal office environment.
• Extended viewing of computer screens.
• Periodic travel within the Bancorp footprint to attend meetings and/or training.

#LI-KF1

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.