Personal Banker Associate II - Brighton
On-siteBrighton, 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, utilizing CAMP and approved marketing tools to proactively reach out and set appointments for periodic reviews. 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 to refer customers for timely, holistic financial solutions. Consistently meet and exceed customer experience and individual/team production goals to enhance year-over-year revenue growth. Provide guidance to CSRs with respect to the sales and referral process, promote customer satisfaction with a friendly demeanor, and act with confidence by answering customer questions and owning issues. Maintain a position of trust by keeping all business confidential and follow established policies while opening/servicing the full range of retail products. Participate in the consumer loan and bankcard process from application through closing, and keep up to date on procedures to mitigate fraudulent activity.
Required Qualifications
- College degree or work experience providing transferrable skills or combination of education and experience
- 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)
- Ability to travel within the affiliate for training
- Scheduling flexibility
Desired Qualifications
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information
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