Retail Personal Banker Associate II - Amelia Financial Center jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fifth Third Bank · 23 hours ago

Retail Personal Banker Associate II - Amelia Financial Center

Fifth Third Bank is committed to connecting great people to great opportunities in the banking sector. The Retail Personal Banker Associate II role focuses on sales development and relationship building, promoting a range of banking products and services to meet customer needs while ensuring a positive customer experience.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

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

Qualification

Sales developmentFinancial Needs AssessmentRetail banking productsCustomer relationship managementAdvanced math functionsProfessional communicationEthical behaviorTeam collaborationProblem-solving

Required

College degree or work experience providing transferrable skills or combination of education and experience
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
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

Preferred

Experience in the financial industry preferred

Benefits

Comprehensive benefits
Differentiated compensation offerings

Company

Fifth Third Bank

company-logo
Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

B
Bryan Preston
Chief Financial Officer
leader-logo
Maria Holmes
VP, Senior Manager Corporate Sponsorship
linkedin
Company data provided by crunchbase