Retail Personal Banker Associate II (Sales) Perrysburg

Fifth Third Bank Perrysburg , OH 43551

Posted 2 months ago

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker II after completing a 10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the programto provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.

The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.

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 & RESPONSIBILITIES:

Sales/Goals Function:

. 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.

Customer Service:

. 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.

Bank Operations:

. 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.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

. 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 (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

. 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.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Nurse Practitioner Urgent Care Perrysburg

Promedica

Posted 1 week ago

VIEW JOBS 11/29/2018 12:00:00 AM 2019-02-27T00:00 ProMedica At ProMedica, our difference is our people. Named "best company to work for" by Toledo City Paper readers in northwest Ohio and southeast Michigan, our organization attracts the most talented individuals in the industry because we help them meet their full potential – professionally and personally. Our comprehensive network provides opportunities for career development in areas such as oncology, heart and vascular, orthopedics, neurology, and women's and children's services, as well as other professional fields such as healthcare administration, operations information technology, community education and outreach, and many others. But we offer our employees more than just a job. Our locally owned, non-profit organization encourages a culture of personal and professional growth, diversity and active community involvement. We strive to improve the health and well-being of those we serve, not only through superior medical care, but through charity care and focused community advocacy programs. ProMedica is currently ranked by Verispan as the nation's first most integrated health system, was formed in 1986 and is a Toledo, Ohio-based, not-for-profit health care organization with more than 15,000 employees, 70 corporations and joint ventures, 2,900 physicians and more than 282 sites in its 27-county service area in Ohio and Michigan. Each year across our system, we manage 2.73 million inpatient and outpatient visits and includes 10 hospitals; ProMedica Continuing Care Services with senior, rehabilitation and integrative services; ProMedica Physician Group, a large network of primary care, obstetrics, and specialist physicians; Paramount Health Care, the largest HMO in northwest Ohio; and the Health, Education and Research Corporation, with more than 100 academic relationships. Click here to learn more about Who We Are at ProMedica. PPG Being a part of a large family has advantages. With more than 960 ProMedica Physicians and advanced practice providers, our network is the region's most complete, with connections to leading hospitals and a wide spectrum of health services. ProMedica Physicians have locations serving northwest Ohio and Southeast Michigan, all working together with a single mission: the health of our communities. For more information, please visit www.promedica.org Toledo: Toledo, Ohio offers the attributes of a large cosmopolitan city, while maintaining a small town atmosphere and charm. Toledo is known as the Glass City because of its long history of innovation in all aspects of the glass industry, and the Jeep vehicle has been manufactured in Toledo since 1941. The region boasts a flair for entertainment that's rare in this part of the country. You will find an extensive metro-park system, a nationally recognized zoo, a world-renowned museum of art, a variety of community festivals and excellent institutions of higher education including The University of Toledo, University of Michigan and Bowling Green State University. In addition, Toledo is within driving distance to Chicago, Detroit, Cleveland and Columbus. Toledo offers a balance of a comfortable community, popular recreation and challenging practice opportunities. For more information, visit www.toledoregion.com If you're interested in this opportunity, please submit your CV to Marie Sprague – Marie.Sprague@ProMedica.org , 567-585-7455 Job Requirements * Masters of nursing (MSN) degree. * Must be licensed or license eligible in the state of Ohio * Certificate of Authority to practice is required. * Current CPR certification required. * Demonstrated excellent verbal and written communication skills. * Demonstrated excellent organizational skills. * Demonstrated ability to manage and prioritize multiple priorities in a dynamic environment. * Must demonstrate and promote a strong commitment toward achieving customer/patient satisfaction. * Post offer pre-employment required to include tobacco / drug screen / nicotine testing Qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender identity or gender expression, age, disability, military or veteran status, height, weight, familial or marital status, or genetics. Equal Opportunity Employer/Drug-Free Workplace Employee Exemption Type Exempt Job Type Full-time Budgeted Hours / Pay Period 80.0 Shift Type Shift Hours Weekends On-call Requirements Additional Schedule Details Promedica Perrysburg OH

Retail Personal Banker Associate II (Sales) Perrysburg

Fifth Third Bank