Client Banking Consultant

Job Description: Client Banking Consultant

A Client Banking Consultant in a Financial Center position is primarily focused on utilizing a consultative sales process to actively identify and fulfill the financial needs of customers or prospects. The main responsibility of a Personal Banker I is to attract new clients and enhance existing customer relationships through various activities, such as leading in the lobby, spending time in the banking aisles, and conducting consultations over the phone. This role also includes handling teller transactions and working as a member of the platform team.

Primary duties and obligations:

• Implement the consultative sales strategy in tandem with a rigorous examination of the customer's financial status to develop a detailed customer profile and recognize both immediate and future financial needs.
• Ensure a detailed understanding of retail consumer and small business products/services to advise on suitable solutions that resonate with our value proposition.
• Employ CAMP and other approved marketing tools to engage customers proactively and book appointments for periodic financial reviews.
• The main concentration is on cross-selling to the current customer base and engaging in outside sales activities like conducting onsite Membership Advantage presentations, making sales calls to businesses, participating in community events that promote financial literacy, and other related tasks as guided.
• Build strong rapport with designated Business Partners (Mortgage, Small Business, Commercial, and Investment) and offer referrals to clients in need of well-rounded financial options.
• Enhancing customer experience and achieving or exceeding individual/team production metrics to support year-over-year revenue growth as outlined in the Financial Center P&L.
• Educate customer service representatives on best practices for sales and referrals.
• Elevate customer satisfaction levels through friendly and helpful interactions combined with a display of professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Establish credibility and accountability through the secure management of all confidential business data.
• Follow the standards outlined in the Bancorp Code of Business Conduct and Ethics and other associated policies, upholding ethical conduct in every situation.
• Stick to the defined procedures and policies when starting/managing the complete range of Retail goods.
• Engage in the procedures related to consumer lending and bank cards, taking ownership of securing loans from the application process through to the closing of the deal.
• Observe the opening/closing procedures at the Financial Center or Bank Mart as instructed by the Financial Center Manager.
• Stay informed about the ongoing retail measures aimed at preventing fraud and minimizing exposure to risks.

The minimal educational background, competencies, and proficiencies essential:

• Whether opting for a college degree, cultivating work experience with versatile skills, or striking a balance between the two, individuals can navigate different avenues towards professional growth.
• Experience within the financial sector is recommended.
• Established ability to develop a sense of ease in sales interactions tailored to acquiring new customers in residential and small business markets, or promoting supplementary offerings to established clients.
• Proficiency in utilizing advanced math functions is essential for interpreting credit and financial information accurately.
• Representing Fifth Third Bank professionally involves embodying a polished appearance and proficient communication abilities.
• Manifested ability to learn and apply Retail policies and procedures to make informed and prudent decisions.
• Adherence to the S.A.F.E. Act and registration through the Nationwide Mortgage Licensing System (NMLS) are obligatory for this position when commencing employment. The NMLS website (mortgage.nationwidelicensingsystem.org) is where you can access the MU4R questions and complete the necessary registration steps.

Working Conditions:

• Normal office environment.
• Elongating the duration of staring at computer screens.
• Participants must be prepared to travel within the affiliate for training and exhibit flexibility in scheduling for this program.
• Various classroom training sessions will require participants to travel outside of the affiliate's location.

About Comapany:

Fifth Third Bank, National Association ensures that its employment practices are fair and unbiased, promoting a workplace where individuals are judged on their abilities and skills rather than factors such as race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.

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