Jobs · Sales · Michigan

Personal Banker Associate II - Ford Beech Daly

Fifth Third Bank · Dearborn, MI · 1 mo ago
SalesFull-time
We need to output HTML fragment with sections: About the role? The posting includes description: "Make banking a Fifth Third better® We connect great people...". We need to extract sections: About the role (maybe intro), Responsibilities (Essential Duties And Responsibilities), Requirements (Minimum Knowledge, Skills And Abilities Required), Benefits (Total Rewards, benefits, base salary, etc.), Pay (base salary range?), Schedule? Not present. Also maybe Qualifications? The posting includes "Minimum Knowledge, Skills And Abilities Required" which is qualifications. Also "Supervisory Responsibilities None." Not needed. Also "Working Conditions" maybe not needed as separate section unless we treat as part of About? Probably not. We must not repeat job title as heading. The title appears: "Personal Banker Associate II - Ford Beech Daly". We should not put that as heading. We need to include sections only when posting has real specific content. So we can have:

About the role

with intro paragraph(s) describing the program, goal to become Retail Personal Banker II, etc.

Responsibilities

with list of essential duties.

Requirements

with list of minimum knowledge, skills, abilities.

Benefits

with description of total rewards, benefits, base salary description, link. Pay: The posting mentions base salary reflective of range, but not specific numbers. According to rule: do NOT create Pay section unless posting actually states them. It states base salary reflective of range, but not actual numbers. That's vague; maybe we should not create Pay section because no specific numbers. The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits we have content: "Our Total Rewards include comprehensive benefits and differentiated compensation offerings...". That's enough for Benefits section. Schedule: not present. Thus output:

About the role

...

Then

Responsibilities

  • ... each duty
Then

Requirements

  • ... each requirement
Then

Benefits

... description of total rewards, benefits, base salary, link.

We must preserve all substantive information, not invent or summarize away detail. Need to keep details like rotations, certification, sales focus, etc. Let's extract About the role content: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." That's a lot; we can keep as paragraph(s). Might split into two paragraphs for readability but not required. Responsibilities list: The "Essential Duties And Responsibilities" bullet points: - 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. - Promote customer satisfaction with a friendly, helpful demeanor and professionalism. - 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. We'll put each as
  • . Requirements list: "Minimum Knowledge, Skills And Abilities Required": - 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. - Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. - This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. Also "Working Conditions" maybe not needed. Benefits section: content after "Personal Banker Associate II - Ford Beech Daly". Actually after that heading there is paragraph about Total Rewards etc. Let's extract: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. 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. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner." We should keep that as Benefits section. We must not include location? Could be part of About? Not required. The instruction: do not put Job ID/requisition numbers as headings — fold minor metadata into a short

    or drop it. Location is minor metadata; we could include in a short p after About maybe. But we could drop it. Safer to include location as a short p within About or separate? The rule: fold minor metadata into a short

    or drop it. So we can add a

    with location after About maybe. But we must not create a heading for it. We'll just include a short p after About: "

    Location: Dearborn Heights, Michigan 48127

    ". Also we need to remove boilerplate: EEO, search firms notice, etc. Remove those. Thus final HTML:

    About the role

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

    Location: Dearborn Heights, Michigan 48127

    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.
    • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
    • 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.
    • Demonstrated ability
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