Personal Banker Associate I - Mack-Lochmoor
Overview
Selected candidates become Retail Personal Banker I after onboarding and education program rotations. Certification demonstrates skills for role within Retail Personal Banker family.
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 to recommend appropriate solutions
- 3Utilize CAMP and other approved Marketing tools to proactively reach out and schedule periodic financial reviews
- 4Establish relationships with Business Partners and refer customers for holistic financial solutions
- 5Consistently meet/exceed customer experience goals and enhance year-over-year revenue growth
- 6Provide guidance to CSRs regarding sales and referral processes
- 7Promote customer satisfaction with friendly professional demeanor
- 8Act confidently by answering questions and owning customer issues
- 9Maintain confidentiality and follow Bancorp Code of Business Conduct and ethics
- 10Participate in consumer loan and bankcard processes owning sourced loans
- 11Open/close Financial Center or Bank Mart as directed
Requirements5
- 1College degree or work experience providing transferrable skills
- 2Experience in financial industry preferred
- 3Ability to analyze credit and financial information using advanced math functions
- 4Professional representation of Fifth Third Bank in appearance and communication
- 5Working knowledge of retail policies and procedures for sound decision-making
Salary Insight
Salary not disclosed in listing
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