- 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.
-
Float Personal Banker Associate
2 weeks ago
Fifth Third Bank Charlotte, 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 ...
-
Associate Roving Personal Banker
3 weeks ago
WELLS FARGO Charlotte, United StatesWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Retail Personal Banker Associate I
1 week ago
Fifth Third Charlotte, United StatesRetail Personal Banker Associate I page is loaded · Retail Personal Banker Associate I · Apply · locations · Charlotte, NC · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · R50387 · Make banking a Fifth Third better · We connect great peop ...
-
Retail Personal Banker Associate I
2 weeks ago
Fifth Third Bank, N.A. Charlotte, 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 completing ...
-
Retail Personal Banker Associate I- Upstate
1 month ago
Fifth Third Bank, N.A. Charlotte, 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 completing a ...
-
Retail Personal Banker Associate I
2 weeks ago
Fifth Third Matthews, 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 ...
-
Marketing Specialist
2 weeks ago
Baird Charlotte, United States Full timeLooking for a new challenge and opportunity to contribute to a thriving, global financial services firm? If so, consider the Global Investment Banking Marketing Specialist position at one of Fortune magazine's 100 Best Companies to Work For. · This position, in Baird's corporate ...
-
Credit Products Analyst
6 days ago
Regions Bank Charlotte, United States Full timeDescription · : At Regions, the Credit Products Analyst works as part of the credit and underwriting analysis team in support of various client coverage groups. The Analyst serves as the primary analytical support for the Credit Products group and bankers in the origination and ...
-
VP Corporate Finance
2 weeks ago
Citizens Charlotte, United States Full timeAt Citizens, we are partners from a diverse set of backgrounds who truly listen — to understand where our clients are trying to go and bring the tools, data and strategic insights to help them get there. Citizens Capital Markets & Advisory ("CCMA") is currently seeking a Vice Pre ...
-
Tax Controversy Manager
2 weeks ago
EisnerAmper Charlotte, United StatesTax Controversy Manager - National Tax Group page is loaded · Tax Controversy Manager - National Tax Group · Apply · locations · New York · Iselin · La Jolla · Miami · San Francisco · time type · Full time · posted on · Posted 22 Days Ago · job requisition id · Req- ...
-
Branch Banker
3 weeks ago
PNC Charlotte, United States· Job Profile · Position 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. As a Branch Sales and Service Associate I in a Universal Branch, you w ...
-
Internal Audit
2 weeks ago
EisnerAmper Charlotte, United StatesInternal Audit & Risk Advisory Senior page is loaded · Internal Audit & Risk Advisory Senior · Apply · locations · New York · Melville · Fort Myers · Charlotte · Chicago · time type · Full time · posted on · Posted Today · job requisition id · Req-5763 · Job Descri ...
-
Corporate Sustainability Officer
4 weeks ago
First Horizon Bank , Charlotte, United States Full timeSummary · This leadership position at First Horizon is responsible for developing, implementing, tracking and reporting the sustainability and Environmental, Social and Governance strategies of the organization. This role leads effective collaboration with cross-functional teams ...
-
Hilltop Securities Inc Charlotte, United StatesHilltopSecurities is currently looking to hire a Public Finance Support Associate/Executive Admin. The Public Finance Support Associate is responsible for the myriad of complex administrative and operational duties associated with the sale and delivery of municipal bond and note ...
-
Public Finance Support Associate
2 weeks ago
Hilltop Holdings Charlotte, United StatesHilltopSecurities is currently looking to hire a Public Finance Support Associate. The Public Finance Support Associate is responsible for the myriad of complex administrative and operational duties associated with the sale and delivery of municipal bond and note securities struc ...
-
Credit Products Specialist
3 weeks ago
Regions Bank Charlotte, United StatesThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
-
Private Banker II
2 weeks ago
First Citizens Bank Charlotte, United StatesOverview: · Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth ...
-
Territory Manager, Equipment Finance
3 days ago
JPMorgan Chase Bank, N.A. Charlotte, United StatesYou are customer focused, enjoy building relationships and providing financial solutions to your clients. A role as a Senior Territory Manager is for you. · As a Senior Equipment Finance Territory Manager in Capital Advisory Solutions, you are primarily responsible for identifyi ...
-
Business Development Representative
2 weeks ago
TruLoan Mortgage Charlotte, United StatesJob Description · Job DescriptionAre you a goal-driven, go-getter who can drive strategic business opportunities to our company? If so, we are looking for you We're experiencing rapid growth and are looking for a business development representative to build relationships with pot ...
-
Business Development Representative
3 weeks ago
TruLoan Mortgage Charlotte, United States· Are you a goal-driven, go-getter who can drive strategic business opportunities to our company? If so, we are looking for you We're experiencing rapid growth and are looking for a business development representative to build relationships with potential clients, generate quali ...
Float Personal Banker Associate - Charlotte, United States - Fifth Third
Description
Make banking a Fifth Third betterWe 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 DUTIES AND RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Float Personal Banker Associate - Charlotte South Region
LOCATIONCharlotte, North Carolina 28203
Fifth 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.
