- 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.
- 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 ) provides the MU4R questions and registration required for employment in this position.
- 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.
-
Personal Banker Associate I
2 weeks ago
Fifth Third Lancaster, United StatesMake 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 I after completi ...
-
Personal Banker Associate 1
2 weeks ago
Fifth Third Bank Columbus, United States Full timeMake 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 I after completing ...
-
Personal Banker Associate I- Westerville South
2 weeks ago
Fifth Third Columbus, United StatesMake 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 I after completi ...
-
Personal Banker Associate I- Westerville South
3 weeks ago
Fifth Third Columbus, United StatesMake 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 I after completi ...
-
Personal Banker Associate II- Blacklick, Ohio
2 weeks ago
Fifth Third Bank Reynoldsburg, United States Full timeMake 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 completin ...
-
CSR/Teller - River Valley - Full Time
3 weeks ago
Fifth Third Lancaster, United States Full timeMake 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: Provide excellent customer service in all interactions. Refer customers to the appropri ...
-
Personal Banker
3 weeks ago
PNC Financial Services Group Lancaster, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Personal Banker
3 weeks ago
Peoples Bancorp (OH) Lancaster, United StatesBuild Your Future Here: · Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. a ...
-
Mortgage Banker
2 weeks ago
Renasant Franklin, United StatesMortgage Banker · Job ID Job LocationsUS-TN-FranklinOverview · The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating prod ...
-
Tax Senior
2 weeks ago
GBQ Partners Columbus, United StatesTax Senior Columbus - Careers At GBQ Holdings LLC · Career Opportunities with GBQ Holdings LLCA great place to work.Careers At GBQ Holdings LLC · Current job opportunities are posted here as they become available.Back To Openings · Tax Senior - Columbus · Department: · Tax - ...
-
Private Client Banker
4 days ago
KeyBank Columbus, United States Full timeLocation: · 5300 North Hamilton Road - Columbus, Ohio 43230 Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ...
-
Relationship Banker
4 days ago
First Horizon Bank Franklin, United StatesJob Description · Location:On site at location listed in job posting · Summary · If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker You will work to deepen the relationships with clients as their key contact for personalized banking and ad ...
-
Lead CSR/Teller
3 weeks ago
Fifth Third Bank, N.A. Columbus, United StatesMake 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: · Provide excellent customer service in all interactions. Refer customers to the appropri ...
-
Workplace Banking Relationship Manager I
3 weeks ago
Telhio Credit Union Columbus, United StatesPosition: Workplace Banking Relationship Manager I Location: Columbus, OH Job Id: 659 · of Openings: · 1 Formed in 1934, Telhio Credit Union began as a credit union for Columbus Telephone Company (now AT&T) employees. Over 85 years later, Telhio now serves over 70,000 member-owne ...
-
Regional Banker/ Teller
18 hours ago
PNC Financial Services Group Columbus, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Center Manager III
1 week ago
Fifth Third Columbus, United StatesMake 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. · As a Financial Center Manager, you will: · * Lead and coach a team that drives consistent operating rhyt ...
-
Personal Banker
1 week ago
PNC Financial Services Group Grove City, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Treasury Manager
1 week ago
Wallick Communities New Albany, United StatesWallick Mission: · Opening doors to homes, opportunities, and hope. · Wallick Values: · Our Values flow directly from our Mission and set the expectation for how all associates work together. These values are: · Care · Character · Collaboration · Position Summary: · The Trea ...
-
Compl AML KYC Intermediate Associate Analyst
2 weeks ago
Citigroup Inc O'Fallon, United StatesThe KYC Operations Intmd Asc Anlst is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this rol ...
-
Compl AML KYC Intermediate Associate Analyst
1 week ago
Citigroup Inc O'Fallon, United StatesThe KYC Operations Intmd Asc Anlst is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this rol ...
Personal Banker Associate I - Lancaster, United States - Fifth Third
Description
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 I 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 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 Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
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.
ESSENTIAL DUTIESAND RESPONSIBILITIES:
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
WORKING CONDITIONS:
#LI-SB1
Personal Banker Associate I - River Valley LOCATION -- Lancaster, Ohio 43130Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.