Personal Banker Associate II
On-siteGrand Rapids, Michigan, United States
Job Summary
Conduct consultative sales and service using the 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 via CAMP tools to set appointments for periodic reviews. Execute cross-selling to the existing customer base and engage in outside sales activities, including onsite presentations and community financial literacy events, while establishing relationships with Business Partners for holistic financial solutions. Own sourced loans from application through closing and provide guidance to CSRs on the sales and referral process. Consistently meet and exceed customer experience and production goals measured by the Financial Center P&L while maintaining ethical behavior and adhering to risk management policies.
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
- 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
- Experience in the financial industry
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