Personal Banker Associate I - Turkey Creek DeNovo (Knoxville, TN)
About the role
Select candidates will become a Retail Personal Banker I after a 4-8 week on-boarding and education program. The program includes rotations in operations and Sales & Service, culminating in a certification demonstrating skills necessary for the Retail Personal Banker job family.
Responsibilities
- 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.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust and responsibility by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- 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.
- Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Requirements
College degree or work experience providing transferrable skills, or combination of education and experience. Experience in the financial industry preferred. Must demonstrate understanding of advanced math functions for 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 required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Qualifications
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Must be able to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Must demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Must be able to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Must be able to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Skills
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Must be able to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Benefits
Comprehensive benefits and differentiated compensation offerings are provided to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S.
Schedule
Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.