Personal Banker Associate I
Overview
Selected candidates become Retail Personal Banker I after onboarding and education program rotations. Certification demonstrates skills for role success. Focus on making banking better through consultative sales process.
What You'll Do11
- 1Use consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs
- 2Maintain in-depth knowledge of retail consumer and small business products recommending appropriate solutions
- 3Utilize CAMP and marketing tools to proactively reach out and schedule periodic financial reviews
- 4Cross-sell to existing customers and engage in outside sales activities like membership presentations and community events
- 5Establish relationships with Business Partners and refer customers for holistic financial solutions
- 6Meet/exceed customer experience goals and enhance year-over-year revenue growth
- 7Provide guidance to CSRs regarding sales and referral processes
- 8Promote customer satisfaction with friendly professional demeanor
- 9Answer customer questions and own issues while maintaining confidentiality
- 10Follow Bancorp Code of Business Conduct and ethics
- 11Participate in consumer loan and bankcard processes owning sourced loans
Requirements7
- 1College degree or relevant work experience
- 2Understanding of advanced math functions for credit analysis
- 3Ability to represent Fifth Third Bank professionally
- 4Knowledge of retail policies for sound decisions
- 5S.A.F.E. Act registration via NMLS
- 6Travel ability for training and scheduling flexibility
- 7Willingness to work outside affiliate for classroom training
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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