Director, Wholesale Sales Optimization

Posted 4 Days Ago
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Cincinnati, OH
Senior level
Fintech
The Role
The Director of Wholesale Sales Optimization leads the development and implementation of sales strategies for the Wholesale Bank to drive growth. Responsibilities include optimizing sales processes, leveraging analytics for customer experience, managing organizational change, and collaborating with leadership on sales effectiveness and marketing strategies. The role focuses on improving customer and employee experience through training and developing effective sales platforms.
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GENERAL FUNCTION:

Responsible for developing, implementing and influencing the overall sales strategies and sales process for the Wholesale Bank in order to achieve planned business objectives and growth. A key focus will be on delivery optimization, implementing new sales processes, delivering insights to RMs and development of sales strategies. Works closely with Operations, Wholesale LOB's leadership, EPMO, Marketing, Business Controls, Wholesale Analytics, Regional Leadership teams and other Fifth Third Bank partners toachieve desired business results.

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:

  • Drives new process and product implementation, including training and communication across the wholesale bank in alignment with sales strategy, operations and business controls.
  • Effectively uses influence and direct management to proactively manage the volume of change within the wholesale bank.
  • Leverages customer experience and analytical data to recommend and drive change to improve overall customer and employee experience through platforms such as CRM and RM53.
  • Directs the development and engagement of a sound plan of organizational change management and implementation to the sales force
  • Champions the Wholesale Playbook and Consultative Selling Skills: integrates into product, process and communication to distinguish and enhance the Wholesale brand.
  • Ensures go-to market plans incorporate Bancorp Strategic Framework and LOB Strategic priorities.
  • Provide leadership throughout Wholesale leadership, sales and support channels to identifiy, develop implement and measure programs and initiatives to drive sales, profitability and customer experience.
  • Develop, review, and/or communicate market specific sales promotions, campaigns, or Marketing materials to increase sales production in order to achieve Wholesale and Bancorp goals.
  • Provide value added insight and thought leadership in regard to Wholesale organization structure, sales effectiveness and strategic planning.
  • Drive development of sales platforms that improve sales effectiveness and efficiency such as CRM, RM53 and Client Insights.
  • Troubleshoot the process and provide feedback to management if a trend or market situation exists that would suggest a product or process change.
  • Supports product promotion plans including training and communication to achieve business objectives.
  • Provide key messages to support marketing communications and content creation for collateral, website, and other materials.
  • Work with Marketing department to determine product positioning and strategies.
  • Fosters cooperation at every level in product, sales, market development, and other groups as appropriate to implement the plans.
  • Supports the development of project implementation plans (work assignments, key deliverables, target dates and other aspects of assigned projects) and plays a lead role in managing and coordinating necessary activities to achieve desired results.
  • Defines product initiatives to create awareness and execution in collaboration with Sales to develop effective sales programs.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Bachelor's degree in Business, Marketing, related field or equivalent work experience.
  • Minimum of 10 years financial services experience.
  • Minimum 5 years Wholesale (Commercial) Banking experience.
  • *Understanding of organizational change management process, marketing and sales process.
  • Requires excellent project management, communications and presentation skills.
  • Ability to manage several projects and possess strong prioritization skills.
  • Need for excellent written and oral communication skills.
  • Requires excellent partnering skills.
  • Passion for customer service.
  • Demonstrated ability to identify and realize new opportunities.
  • Proven ability to collaborate with and present to all levels of management.
  • Excellent skills in MS Office such as Word, Excel and PowerPoint required.

Director, Wholesale Sales OptimizationLOCATION -- Cincinnati, Ohio 45202

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.

Top Skills

Communication
Customer Relationship Management
Financial Services
Marketing
Organizational Change Management
Project Management
Sales Strategies
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The Company
Cincinnati, OH
20,258 Employees
On-site Workplace

What We Do

At Fifth Third Bank, we are always listening to new ideas so that we can strengthen our commitment to you and the communities we serve.

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