Retail Personal Banker I: Growth & Financial Solutions

Fifth Third Bank; Holland (MI); Sur place; USD 38 000 - 55 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

Résumé du poste

Fifth Third Bank in Holland, Michigan is seeking candidates for a Retail Personal Banker I. The role integrates a 9-week onboarding with rotations in operations and Sales & Service, leading to a certification for the Retail Personal Banker family.

Expect consultative sales, new household acquisition, and relationship deepening with customers. The position emphasizes risk-aware banking, ethics, and compliant behavior, plus responsibilities in teller tasks and platform teamwork within a financial

Qualifications

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• 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.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsabilités

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Connaissances

Sales skills

Customer service

Communication

Formation

College degree or work experience

Description du poste

Fifth Third Bank in Holland, Michigan is seeking candidates for a Retail Personal Banker I. The role integrates a 9-week onboarding with rotations in operations and Sales & Service, leading to a certification for the Retail Personal Banker family.

Expect consultative sales, new household acquisition, and relationship deepening with customers. The position emphasizes risk-aware banking, ethics, and compliant behavior, plus responsibilities in teller tasks and platform teamwork within a financial