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Retail Personal Banker Associate II - Mt. Vernon, IL

Fifth Third Bank · Mount Vernon, IL · 1 mo ago
FinanceFull-time

General Function

Select 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

  • Building a thorough customer profile and identifying current and future financial needs using the consultative sales process and Financial Needs Assessment.
  • Maintaining an in-depth knowledge of Retail consumer and small business products/services and recommending appropriate solutions using our value proposition.
  • Utilizing CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • 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.
  • Establishing close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
  • Maintaining customer experience and individual/team production goals and enhancing year-over-year revenue growth as measured by the Financial Center P&L.
  • Promoting customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Providing guidance to CSRs with respect to the sales and referral process.
  • Following the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
  • Participating in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • Participating in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Keeping up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Essential Duties And 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.
  • Maintain a position of trust and responsibility by keeping all business confidential.
  • Provide guidance to CSRs with respect to the sales and referral process.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Answer customer questions and own 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.

    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.
    • 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 at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

    Working Conditions

    • Normal office environment.
    • Extending viewing of computer screens.
    • 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.

    Total Base Pay Range

    $43,680.00 - $69,900.00 USD Annually

    Benefits

    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.

    Location

    Mount Vernon, Illinois 62864

    Attention Search Firms and Staffing Agencies

    Do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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