Personal Banker Associate II - Stop 11
Fifth Third Bank · Indianapolis, IN · 2 wk ago
FinanceFull-time
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.
Responsible For
- Built a thorough customer profile and identified current and future financial needs using the consultative sales process and Financial Needs Assessment.
- Maintained an in-depth knowledge of Retail consumer and small business products/services and recommended appropriate solutions using our value proposition.
- Utilized 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.
- Established close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and referred customers when appropriate to provide timely, and holistic financial solutions.
- Maintained customer experience and individual/team production goals and enhanced year-over-year revenue growth as measured by the Financial Center P&L.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
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- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
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- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
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- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
- Provided guidance to CSRs with respect to the sales and referral process.
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