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Financial Institutions Group – Insurance Corporate Client Director

Fifth Third Bank · IL · Full time

Posted Jul 31, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a presentation you built for senior leaders or a client that changed a decision.

What they are checking: Skill at turning analysis into clear, high-impact materials, which the role uses to support Executive Directors.

Tell me about a time you mentored a junior analyst. What did you focus on?

What they are checking: Whether they develop staff, since the role manages and mentors analysts and associates.

How do you build trust with senior leaders in Corporate Banking who you do not report to?

What they are checking: Influence and relationship skills across a large organization, which the posting calls out.

What would you do

You would manage a portfolio of insurance company clients with responsibility for cross-sell, return generation and First Line of Defense. How do you balance growth with credit risk on a single relationship?

What they are checking: Whether they see risk ownership and revenue as part of the same job, as the posting describes.

You have three high-priority deals due the same week, and an Executive Director adds a fourth. How do you handle it?

What they are checking: Prioritization and communication under pressure in a team that runs several engagements at once.

A client's rating is downgraded by an agency. What are your first steps?

What they are checking: Ability to reassess credit, engage the client and inform risk partners quickly.

About the work

What makes underwriting an insurance company different from underwriting a typical corporate borrower?

What they are checking: Sector knowledge such as statutory accounting, reserves, risk-based capital and rating agency views.

Walk me through how you would evaluate a complex financial model a client's management team sends you.

What they are checking: Ability to test assumptions and stress cases rather than accept a client's projections at face value.

Which products beyond credit would you look to cross-sell to a mid-size insurance carrier, and why?

What they are checking: Understanding of treasury management, capital markets and other fee products that drive return on a relationship.

How do you calculate and think about return on a relationship when the credit facility alone is thin?

What they are checking: Grasp of relationship profitability and capital use, which decides whether the bank keeps lending.

What trends in the insurance industry right now would change how you look at credit for these clients?

What they are checking: Current sector awareness, such as catastrophe losses, interest rates and private credit exposure.

Practice this interview out loud.

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The full job description

As published by Fifth Third Bank.

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. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. • Independently manages a portfolio of tactical clients, with primary responsibility for cross-sell, return generation, and First Line of Defense. • Understands and evaluates complex financial models. • Performs complex financial analysis. • Creates high-impact presentation materials using PowerPoint, Excel, Word, and other relevant applications. • Works well as part of a team in a high-pressure environment. • Develops good working relationships with peers and senior leaders in Corporate Banking and the rest of the organization. • Manages priorities while working on a number of high-priority engagements simultaneously. • Exhibits a strong background in credit and corporate finance and the ability to apply that knowledge to corporate finance - oriented projects. • Serves as direct support to the Executive Directors and is capable of making internal and external presentations to support the efforts of the RMs on the team. • Manages, mentors, and develops staff including Analysts and Associates. • Interacts independently with all important constituencies in the course of the development and delivery of a strategic, client facing assignment. • Provide s support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients. MINIMUM REQUIREMENTS: • Undergraduate degree required , graduate degree preferred. • 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred. • 4+ years of corporate banking analysis and sales management preferred. • Strong corporate finance and credit skills required, underwriting experience preferred. • Proven track record of success in working as a part of a team to originate, and close complex financial transactions. • Proven ability to pitch, win and execute on corporate finance ideas • Excellent presentation skills, both oral and written. • Strong relationship building skills. • The ability to interact effectively with senior executives inside and outside our organization . • Securities Industry Essentials (SIE), Series 79 and 63 licenses required p er Fifth Third guidelines. REQUIRED SKILLS: Qualified candidates will bring professional proficiency , generally acquired through 7 -8+ years of relevant work or internship experience in finance, accounting, or a related field. • Proven leadership and collaboration skills across matrixed organizations and cross functional teams. • Excellent interpersonal, written, and verbal communication skills. • Strong project management capabilities and ability to lead teams and initiatives. • Deep understanding of financial markets, corporate strategy, and client engagement. • Ability to synthesize market intelligence into actionable insights and strategic recommendations . • Ability to obtain and maintain required securities licenses in accordance with company policy. SKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: • Client Advisory & Relationship Management – Ability to lead conversations, build trust, and deliver tailored solutions that deepen client relationships. • Origination & Commercial Impact – Skilled in identifying opportunities, developing pitches, and converting ideas into revenue-generating engagements. • Team Leadership & Development – Proven ability to mentor, develop, and lead high-performing teams. • Market Insight & Thought Leadership – Ability to translate market trends into strategic content and client engagement strategies. • Team Management: Cultivate high performing teams by participating in talent acquisition and talent management activities, aligning roles to priorities based on individual strengths, and making compensation recommendations during performance review cycles. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you ​ . Financial Institutions Group – Insurance Corporate Client Director Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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