Personal Banker II: Finance Solutions & Sales

Fifth Third Bank; Nashville (TN); Vor Ort; USD 40.000 - 55.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Nashville is offering a Retail Personal Banker II development track following a 4-8 week onboarding with rotations in Operations and Sales & Service. The role emphasizes sales, relationship building, and promoting a broad range of banking products while providing exceptional customer care.

Upon successful completion of the program, candidates may transition into the Retail Personal Banker II role.

Qualifikationen

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities to acquire new customers and cross-sell.
• Strong math skills for credit and financial analysis.
• Professional appearance and communication in voice and writing.

Aufgaben

• Use consultative sales process and Financial Needs Assessment to identify customer needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Use CAMP and marketing tools to reach customers and set appointments for reviews.
• Cross-sell to existing customers and conduct outside sales activities (presentations, calls, events).
• Build relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction with a friendly, professional manner.
• Answer customer questions and own issues confidently.
• Maintain trust and confidentiality; follow Bank policies and ethics.
• Adhere to policies while opening/servicing Retail products.
• Participate in consumer loan and bankcard processes from application to closing.
• Participate in opening/closing of Financial Center or Bank Mart as directed.
• Stay updated on Retail procedures to mitigate fraud and risk.

Kenntnisse

Sales aptitude

Financial services experience

Mathematical skills

Communication skills

NMLS/SAFE Act knowledge

Ausbildung

College degree or transferrable experience

Jobbeschreibung

Fifth Third Bank in Nashville is offering a Retail Personal Banker II development track following a 4-8 week onboarding with rotations in Operations and Sales & Service. The role emphasizes sales, relationship building, and promoting a broad range of banking products while providing exceptional customer care.

Upon successful completion of the program, candidates may transition into the Retail Personal Banker II role.