Personal Banker II Associate - Shelter Cove, Hilton Head Island
On-siteBluffton, South Carolina, United States
Job Summary
Conduct consultative sales and relationship building to promote deposits, loans, and fee-based services while managing customer retention. Build thorough customer profiles using Financial Needs Assessments and utilize CAMP tools to proactively reach out, set appointments, and cross-sell to the existing base. Establish working relationships with Business Partners to refer customers for holistic financial solutions and provide guidance to Customer Service Representatives on the sales process. Participate in outside sales activities including onsite presentations and community events, while owning sourced loans from application through closing. Maintain strict adherence to risk policies, ethical conduct, and fraud mitigation procedures to ensure a positive customer experience. Complete a 4-8 week on-boarding program with rotations in Operations and Sales & Service before certification.
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)
- Must be able 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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