Personal Banker Associate I

Personal Banker Associate I page is loaded
Personal Banker Associate I
Apply locations Waterford, MI | time type Full time | posted on Posted 2 Days Ago | time left to apply End Date: December 31, days left to apply) | job requisition id R59788
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GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service.
There will be a certification at the conclusion of the program to demonstrate skills necessary for a role within the Retail Personal Banker job family.
The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
The role involves acquiring new households and deepening existing customer relationships through activities like lobby leadership, aisle time, and tele-consulting.
It also includes processing teller transactions and working as part of the platform staff.
This role is responsible for risk management by following policies, procedures, and elevating concerns, always aiming to do the right thing for customers and colleagues to ensure a positive customer experience.
It involves identifying, assessing, managing, monitoring, and reporting risks.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
Utilize CAMP and other marketing tools to proactively reach out to customers and set appointments for financial reviews.
Focus on cross-selling to existing customers and outside sales activities such as community events and business calls.
Establish relationships with Business Partners (Mortgage, Small Business, Commercial, Investment) and refer customers when appropriate.
Meet/exceed customer experience and sales goals, contributing to revenue growth.
Guide CSRs in sales and referral processes.
Promote customer satisfaction with professionalism and helpfulness.
Own customer issues and answer questions confidently.
Maintain confidentiality and act ethically at all times.
Follow policies for opening and servicing Retail products.
Participate in loan and bankcard processes from application to closing.
Assist in opening/closing the Financial Center or Bank Mart as directed.
Stay updated on procedures to prevent fraud and manage risks.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
College degree, work experience, or a combination.
Experience in financial industry preferred.
Ability to develop comfort with sales activities and cross-selling.
Understanding of advanced math for credit and financial analysis.
Professional appearance and communication skills.
Knowledge of Retail policies and sound judgment.
S.A.F.E. Act registration through NMLS is required.
WORKING CONDITIONS:
Standard office environment.
Extended viewing of computer screens.
Travel within the affiliate for training and flexible scheduling.
Travel outside the affiliate for training sessions.
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Location: Waterford, Michigan 48328
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About Us
Fifth Third Bank has a history of over 150 years, focusing on making banking better through strong relationships and a supportive environment.
We employ around 18,000 people and offer career development, health, and financial wellness programs.
We celebrate achievements and work collaboratively to make a positive impact.
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