Personal Banker II - Portage Michigan
On-sitePortage, Michigan, United States
Job Summary
Conduct consultative sales and service activities by using the Financial Needs Assessment to build customer profiles and identify financial needs. Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions and proactively reach out to customers via CAMP and approved marketing tools. Focus on cross-selling to the existing customer base, engaging in outside sales activities such as onsite presentations and community events, and establishing close working relationships with assigned Business Partners. Consistently meet and exceed customer experience and individual/team production goals while providing guidance to CSRs on the sales and referral process. Participate in the consumer loan and bankcard process from application through closing and adhere to established policies 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)
- 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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