Personal Banker Associate I - Greenfield 10 Mile
On-siteBirmingham, Michigan, United States
Job Summary
Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs. Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions and utilize CAMP tools to proactively reach out and set appointments. Primarily focus on cross-selling to the existing customer base and engaging in outside sales activities as directed, while consistently meeting customer experience and individual/team production goals. Provide guidance to CSRs with respect to the sales and referral process and act with confidence by answering customer questions and owning issues. Participate in the opening and closing processes of the Financial Center or Bank Mart as directed, and own sourced loans from application through closing.
Required Qualifications
- College degree or work experience providing transferrable skills
- Experience in the financial industry
- 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
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Desired Qualifications
- Travel within the affiliate for training
- Scheduling flexibility
- Travel outside of the affiliate for various classroom training sessions
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