WAM Business Coordinator

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GENERAL FUNCTION:

Provide a broad range of support and service across W&AM, facilitating a wide variety of support services activities that drive business outcomes related to project management, reporting, LOB administration and employee engagement/communication. Assist with a variety of W&AM conference activities. Builds a breadth of knowledge across W&AM products and services, and leverages internal relationships across W&AM and the wider organization to achieve goals.

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 internal and external 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:

Project Management Support
• Contributes to division project management/ planning and execution including division meetings, operating reviews preparation compiling financials and reporting on key initiatives,
• Contributes to the analysis and reporting on LOB activities national and regional events to determine return on investment and makes recommendations to management on various reports on same.
• Provide recommendations on cost savings and /or process improvement opportunities. Remain conscientious regarding opportunities for revenue enhancement/cost savings within projects and/or assignments that requires spend.
• Proactively identifies and anticipates needs to provide proactive solutions; benchmark best practices across the LOB identify opportunities for improvement.

Management Reporting
• Provides ad hoc reporting to LOB leadership
• Adhere to the infrastructure of LOB documentation; Archive all Planning Group meeting material and presentation to SharePoint.
• SharePoint ambassador, Outlook distribution, Org Charts, Floor plans, and Employee Lists

LOB Administration
• Assists in the management and maintenance of the Business Continuity Plan including Badge point access
• Assists with vendor/special guests visits
• Assists in the P2P Payment system including setting up new vendors and processing/following up on all invoices to ensure payment
• Assists the LOB time reporting approval process, Fed 5 Day completion for LOB
• Provides support for LOB workspace, equipment and resources; provides backup support for new hires work stations including seating assignment, business cards, computer/monitor, remote access, business cards, name plate, access to building, and other supplies as needed.
• Oversight and daily management of Wealth Strategy email box and initial processing of financial plans

Support Employee Engagement and Communication
• Build relationships with appropriate key stakeholders in the region as well as all levels within Bancorp and WAM national lines.
• Acts as a liaison with WAM National, Regional employees and Director of Private Bank.
• Facilitates communication within the division and with other areas of the bank and /or key stakeholders. Ensure communications and materials are compliant with Fifth Third communication and branding.
• Support new hire Onboarding and ensure employee set up Day One
• Assist in division activities that support community and engagement focus

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
• Minimum of 5 years working in a professional business environment in the financial services industry
• Requires extreme discretion in handling highly confidential business and employee matters
• Project management experience
• Excellent written and verbal communication skills
• Proficient in Bank systems, Microsoft Office, Excel and Word
• Self-starter who can be productive with minimal to no supervision a must
• Articulate and confident talking with senior leaders and clients required
• Excellent interpersonal, problem solving, and service skills required
• Ability to work in fast paced environment and ability to prioritize multiple tasks required

WAM Business Coordinator

LOCATION -- 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.