Personal Banker Associate II
On-sitePickerington, Ohio, 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 using approved marketing tools. Proactively reach out to customers to set appointments for periodic financial reviews, focusing on cross-selling to the existing base and engaging in outside sales activities as directed. Establish close working relationships with assigned Business Partners to refer customers for timely, holistic financial solutions. Consistently meet customer experience and individual/team production goals while enhancing year-over-year revenue growth. Provide guidance to CSRs with respect to the sales and referral process. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. This role requires S.A.F.E. Act registration and the ability to travel within the affiliate for training.
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)
Desired Qualifications
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information
- Experience in the financial industry preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.