Personal Banker II - Marion
On-siteMarion, 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 and proactively reach out to customers using 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 or 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, maintaining a position of trust by keeping all business confidential. Complete a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service, followed by certification to demonstrate skills necessary for the Retail Personal Banker job family.
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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