Retail Personal Banker I - Start in Consultative Banking

Fifth Third Bank; Charlotte (NC); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

Fifth Third Bank is seeking a candidate for the Personal Banker Associate I - Charlotte East role. Selected candidates will join a 4-8 week onboarding program with rotations in operations and Sales & Service, followed by a certification to demonstrate readiness for the Retail Personal Banker job family.

The role emphasizes a consultative sales approach to meet customers' financial needs and build relationships within the bank's ecosystem.

Qualifikationen

• 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.

Aufgaben

• 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.

Jobbeschreibung

Fifth Third Bank is seeking a candidate for the Personal Banker Associate I - Charlotte East role. Selected candidates will join a 4-8 week onboarding program with rotations in operations and Sales & Service, followed by a certification to demonstrate readiness for the Retail Personal Banker job family.

The role emphasizes a consultative sales approach to meet customers' financial needs and build relationships within the bank's ecosystem.