Personal Banker Associate I- Summerville, SC
On-siteSummerville, South Carolina, 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 and proactively reach out to customers via CAMP and approved marketing tools. 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 process, and own consumer loans from application through closing. Participate in the opening and closing processes of the Financial Center or Bank Mart as needed.
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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