Retail Personal Banker I - Express

Location: Wickliffe
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Retail Personal Banker I - Express is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. Working in an Express format location, theRetailPersonal Banker I will help transition transactions to other channels (e.g., ATM, mobile, etc.) while engaging customers in conversation to deepen their relationships with Fifth Third Bank.

ESSENTIAL DUTIES & RESPONSIBILITIES:

.Sales/Goals Function:

o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs.

o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.

o Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions.

o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.

. Customer Service:

o Promote customer satisfaction with a friendly, helpful demeanor and professionalism.

o Act with confidence by answering customer questions and owning customer issues.

o Promote our Smart ATM and other convenience services (e.g., mobile banking, online banking and bill payment, etc.)

o Maintain a position of trust and responsibility by keeping all business confidential.

o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.

. Bank Operations:

o Adhere to established policies and procedures while opening/servicing the full range of Retail products.

o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.

o Maintain functional expertise of the Smart ATM terminal and/or other technology employed at the Express center.

SUPERVISORY RESPONSIBILITIES: None.

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