Retail Personal Banker I: Training Path to Solutions Expert

Fifth Third Bank; Port Huron (MI); Vor Ort; USD 42.000 - 56.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Fort Gratiot, Michigan is seeking a Retail Personal Banker I in a 4-8 week onboarding program. The role focuses on consultative sales to identify and meet customers' financial needs, with responsibilities spanning teller transactions and cross-selling to existing customers.

You will rotate through operations and Sales & Service, aiming to acquire new households and deepen relationships while adhering to policies and managing risk. Fort Gratiot location.”

Qualifikationen

• College degree or work experience providing transferable skills.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire new consumer households and cross-sell to existing customers.
• Ability to understand advanced math functions for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and communication, with knowledge of Retail policies.
• S.A.F.E. Act registration at time of employment via NMLS.

Aufgaben

• Use consultative sales process and Financial Needs Assessment to build a customer profile and identify needs.
• Maintain in-depth knowledge of Retail products/services and recommend solutions using the value proposition.
• Proactively reach out to customers and set appointments for financial reviews.
• Cross-sell to existing customers and engage in outside sales activities as directed.
• Establish relationships with Business Partners and refer customers for holistic financial solutions.
• Meet or exceed customer experience and production goals; protect customer data and act ethically.

Kenntnisse

Sales process

Financial Needs Assessment

Customer relationships

Cross-selling

Financial math

Policy knowledge

Ausbildung

College degree or work experience

Jobbeschreibung

Fifth Third Bank in Fort Gratiot, Michigan is seeking a Retail Personal Banker I in a 4-8 week onboarding program. The role focuses on consultative sales to identify and meet customers' financial needs, with responsibilities spanning teller transactions and cross-selling to existing customers.

You will rotate through operations and Sales & Service, aiming to acquire new households and deepen relationships while adhering to policies and managing risk. Fort Gratiot location.”