Personal Banker Associate I (South Bay/West Valley area)
$43,680–$69,900 year
On-siteSan Jose, California, United States or Winchester, Nevada, United States
Job Summary
Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs. Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions, utilizing CAMP and approved marketing 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 establishing close working relationships with assigned Business Partners. Consistently meet and exceed customer experience and individual/team production goals, provide guidance to CSRs on the sales and referral process, and participate in the consumer loan and bankcard process from application through closing.
Required Qualifications
- 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
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Desired Qualifications
- Experience in the financial industry preferred
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