Retail Personal Banker I utilizing consultative sales process to meet financial needs of customers. Building relationships and providing solutions for new and existing clients at Fifth Third Bank.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely, and holistic financial solutions
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L
Provide guidance to CSRs with respect to the sales and referral process
Promote customer satisfaction with a friendly, helpful demeanor and professionalism
Act with confidence by answering customer questions and owning customer issues
Maintain a position of trust and responsibility by keeping all business confidential
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times
Adhere to established policies and procedures while opening/servicing the full range of Retail products
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure
Requirements
College degree or work experience providing transferrable skills, or combination of education and experience
Experience in the financial industry preferred
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment 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)
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