- 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 days ago
Fifth Third Bank Dolton, 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: · Responsible and accountable for risk by openly exchanging ideas and opinions, elevating ...
-
Associate Banker I
15 hours ago
Republic Bank of Chicago Palos Park, United StatesGENERAL FUNCTION: · The role of the Teller/Associate Banker I is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller/Associate Banker is responsible for performing accurate account transactions and f ...
-
Associate Banker Ii
1 week ago
Republic Bank of Chicago Oak Brook, United States**GENERAL FUNCTION**: · Establish new and increase existing customer account relationships through sales and referrals of retail, commercial, mortgage, investments, and other line of business products and services. Serves as a proactive member of the Retail branch team by being a ...
-
Pt Associate Banker
3 days ago
BMO US Chicago, United States111 W Monroe - 115 S LaSalle Chicago Illinois,60603 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within th ...
-
Personal Banker Associate I
1 week ago
Fifth Third Bank Chicago, 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: · The Personal Banker I position will provide an exceptional customer experience by culti ...
-
Personal Banker Associate I
1 week ago
Fifth Third Bank Chicago, 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: · Responsible and accountable for risk by openly exchanging ideas and opinions, elevating ...
-
Personal Banker Associate I
2 weeks ago
Fifth Third South Holland, 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 ...
-
Part Time Associate Banker
3 days ago
BMO US Chicago, United States Part time8300 S Holland Road Chicago Illinois,60620 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch ...
-
Mobile Associate Banker I
1 day ago
Republic Bank of Chicago Chicago, United States**GENERAL FUNCTION**: · This position requires the ability to travel to other branches within or outside of a designated region. The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The ...
-
Personal Banker Associate II
2 weeks ago
Fifth Third Dolton, 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 II after complet ...
-
Associate Banker
1 week ago
Bank of Montreal East Chicago, United StatesApplication Deadline:05/30/2024 Address:2409 E. 141st Street. Job Family Group:Retail Banking Sales & Service - Bilingual English/ Spanish speaking preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer needs and Customer Experience, Banker, ...
-
Personal Banker Associate II
1 week ago
Fifth Third Dolton, 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 II after complet ...
-
Associate Banker
6 days ago
BMO Financial Group East Chicago, United States*Bilingual English/Spanish speaking preferred* · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the br ...
-
Associate Banker
4 days ago
Bank of Montreal Gary, United StatesApplication Deadline:06/29/2024 Address:2746 W 5th Avenue. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial so Customer Experience, Banker, ...
-
Associate Banker
1 week ago
Bank of Montreal Frankfort, United StatesApplication Deadline:06/29/2024 Address:19500 S Harlem Avenue. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financia Customer Experience, Banker, ...
-
Associate Banker
1 week ago
Bank of Montreal Romeoville, United StatesApplication Deadline:06/29/2024 Address:630 N Independence Boulevard. Job Family Group:Retail Banking Sales & Service - Bilingual English/ Spanish speaking preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer n Customer Experience, Banker, ...
-
Associate Banker
4 days ago
Bank of Montreal Villa Park, United StatesApplication Deadline:06/29/2024 Address:10 S Villa Avenue. Job Family Group:Retail Banking Sales & Service - Bilingual, English and Spanish speaking, preferred - Delivers exceptional service to BMO customers and prospects. Identifies customer needs a Customer Experience, Banker, ...
-
Associate Banker
6 days ago
BMO Financial Group Romeoville, United States Part time*Bilingual English/Spanish speaking preferred* · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the br ...
-
Associate Banker
4 hours ago
BMO Financial Group Chicago, United States*Bilingual, Spanish and English speaking preferred · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within th ...
-
Part Time Associate Banker
6 days ago
BMO Financial Group Midlothian, United States Part timeDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired ...
Float Personal Banker Associate I - South Holland, 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 DUTIES AND RESPONSIBILITIES:
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
WORKING CONDITIONS:
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.
