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.

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.

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.

Compensation may vary based on the job level and your geographic work location.

Job Description

Responsibilities:

• Investigates origin and cause of claims by contacting the appropriate parties including insureds, claimants, agents, attorneys, contractors, experts, special investigation unit, other adjusters, and public personnel.
• Identify complex issues and find assistance. Handle claims on a good faith basis.
• Handle both 1st party and 3rd party claims under multiple policies types and numerous endorsements.
• Conduct on-site inspections when needed, evaluates damages, and handles claim negotiations with insureds, claimants, attorneys, and public adjusters.
• Respond to customer inquiries, makes appropriate decisions and close files.
• Interpret and determine policies, leases, by-laws, declarations, articles and contract coverages and apply to all parties for assigned losses.
• Provide all parties with claim process and status; answer questions or redirect to other areas.

Requirements:

• You will have familiarity with Xactimate or prior property field claims experience (alternatively, you may have construction, restoration, or mitigation experience). You will have 2-10 years of experience.
• Your offer will be made contingent on the results of applicable background checks.
• Your offer will be contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
• Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position unless otherwise specified in the posting.

You will report to a Claim Manager.

Additional Job Information

This is a flexible work arrangement where you will work from home, meaning you will not report regularly to an office, but you still must be located in the greater Milwaukee, WI area. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, training and culture events.

#LI-Hybrid

At American Family Insurance Claims Services (AFICS, Inc.), we're embarking on a transformation of our claims capabilities to put customers at the center of what we do best – protecting and restoring their dreams when they need us most.

We're leveraging our expertise, technology and new ways of working to actively reinvent one of America's largest industries—creating positive impact that empowers our customers, communities, and company to thrive. We are problem solvers who ask critical questions and consistently tackle challenges big and small. Together, we disrupt what's expected of insurance.

The candidate(s) selected for this role will be employed by AFICS, Inc. (American Family Insurance Claims Services, Inc.), an affiliate of American Family Mutual Insurance Company, S.I.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

Address:

Job Family Group:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and  provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Compensation may vary based on the job level and your geographic work location.

The AmFam Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and its insured within established corporate guidelines and the applicable code of professional responsibility. You will personally handle litigation of a most complex nature involving either the corporation and its insured within established corporate guidelines, applicable standards of good faith. You will report to the Senior Manager, Legal.

Primary Accountabilities:

• You will handle litigation involving either the corporation and its insured within established corporate guidelines and the applicable code of professional responsibility.
• You will analyze file as litigation progresses and evaluate cases and seeks settlement.
• You will conduct discovery (e.g. written interrogatories, requests for production of documents, and depositions).
• You will conduct motion practice.
• You will draft all necessary pleadings, papers and briefs to advance litigation.
• You will conduct necessary research to support drafting activities.
• You will advocate client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances.
• You will stay current on state statutes and court decisions and analyzes how statutes and court decisions affect the interpretation and enforceability of policy provisions.
• You may have or develop areas of specialty practice (e.g. special property, workers` compensation, environmental law, commercial coverage).
• You will litigate in Milwaukee on a regular basis.

Qualifications:

• 3+ Years of Insurance litigation experience
• Demonstrated experience preparing civil pleadings, motions and discovery and deposing witnesses.
• Solid understanding of rules of Professional Responsibility for the jurisdiction in which they practice.
• Solid knowledge and understanding of tort, contract, and insurance law.
• Wisconsin licensed
• Located in or near Milwaukee

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

Compensation may vary based on the job level and your geographic work location.

Job Description

Primary Accountabilities

• You will investigate origin and cause of claims by contacting the appropriate parties (insureds, claimants, agents, attorneys, contractors, experts, special investigation unit, other adjusters, or public personnel).
• You will handle both 1st party and 3rd party claims under multiple policy types and endorsements.
• You will conduct on-site inspections, evaluate damages, and handle claim negotiations with insureds, claimants, attorneys, and public adjusters.
• You will interpret and determine policies, leases, by-laws, declarations, articles and contract coverages and apply to all parties for assigned losses.
• You will provide all parties with claim process and status, answer questions from customers, and close files.

Specialized Knowledge & Skills Requirements

• Demonstrated experience providing customer-focused service.
• Demonstrated experience handling 1st and 3rd party, multi-line claims across our operating territories.
• Demonstrated experience handling moderately complex claims.
• Solid understanding of policies and endorsements related to casualty coverages.
• Solid understanding of each phase of the claim handling process.

Licenses

• Valid driver's license required plus an acceptable driving record.
• Obtain state specific property casualty claims licensing.

Travel Requirements

• Up to 50%.
• CAT Duty/On Call required.

Physical Requirements

• Ascend or descend ladders, stairs, scaffolding, ramps, or poles. Visit areas that have a higher hazard than a typical office (customer homes).
• Move in different positions to accomplish tasks in different environments.
• Adjust or move objects up to 50 pounds in all directions.

Working Conditions

• Low/high temperatures, outdoor elements (precipitation and wind).
• Noisy environments, poor ventilation, small and enclosed spaces.

Additional Qualifications

• Candidates with 5+ years of property claims (ideally commercial) experience.
• Xactimate and Guidewire experience preferred.

Based on qualifications, you may be considered at different levels.

This is a flexible work arrangement where you will work from home, based in Madison/Milwaukee, WI area. You will not report regularly to an office, but will work within your assigned territory. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, training and culture events.

#LI-Hybrid

At American Family Insurance Claims Services (AFICS, Inc.), we're embarking on a transformation of our claims capabilities to put customers at the center of what we do best – protecting and restoring their dreams when they need us most.

We're using our expertise, technology and new ways of working to reinvent one of America's largest industries—creating positive impact that empowers our customers, communities, and company to succeed. We are problem solvers who ask critical questions and solve challenges big and small. Together, we improve what's expected of insurance.

The candidate(s) selected for this role will be employed by AFICS, Inc. (American Family Insurance Claims Services, Inc.), an affiliate of American Family Mutual Insurance Company, S.I.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.