Customer Relations Banker

Customer Relations Banker

Job Description:

The role of the Customer Relations Banker at the Financial Center is centered on proactively identifying and meeting the financial needs of clients or prospects through a consultative sales approach. Through a range of initiatives, including as lobby leadership aisle time and teleconsulting, the Personal Banker I is principally in charge of gaining new homes and/or strengthening current client relationships. Working as a platform staff member and handling teller transactions are additional responsibilities of this position.

Crucial roles and responsibilities:

• Adopt the consultative sales technique and conduct a thorough analysis of the customer's financial needs to build a comprehensive customer profile and identify both current and upcoming financial requirements.
• Stay informed about retail consumer and small business products/services to suggest appropriate solutions that highlight our value proposition.
• Leverage CAMP and other authorized marketing resources to reach out to clients and arrange meetings for routine financial evaluations.
• The primary aim is to encourage additional purchases from the existing customer base and participate in external sales efforts including Membership Advantage onsite presentations, conducting business sales meetings, engaging in community events that focus on financial education, etc. as specified.
• Develop close associations with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) to facilitate suitable referrals for clients requiring comprehensive financial solutions.
• Consistently meeting or surpassing customer satisfaction and individual/team performance expectations to contribute to year-over-year revenue growth as shown by the Financial Center profit and loss statement.
• Support CSRs in mastering the sales and referral process.
• Amplify customer satisfaction through the implementation of a friendly and helpful demeanor alongside a professional attitude.
• Act with confidence by answering customer questions and owning customer issues.
• Embrace a role of trust and reliability by upholding the confidentiality of all business dealings.
• Adhere to the guidelines set forth in the Bancorp Code of Business Conduct and Ethics and additional policies, ensuring ethical behavior is maintained at all times.
• Observe the prescribed policies and procedures while initiating/servicing the entirety of Retail offerings.
• Be part of the consumer lending and credit card process, managing the origination of loans from application submission to finalizing the transaction.
• Abide by the guidelines set by the Financial Center Manager for the opening and closing routines at the Financial Center or Bank Mart.
• Keep abreast of the evolving retail practices intended to combat fraud and minimize vulnerabilities.

The bottom-line requirements in terms of knowledge, skills, and abilities:

• Building expertise through a college education, acquiring practical work experience with transferable skills, or a fusion of the two methods are all avenues to enhancing one's career prospects.
• Preference is given to candidates with a history in finance.
• Proven expertise in fostering a comfortable atmosphere for sales engagements aimed at acquiring new clients within household and small business demographics and increasing sales to existing customers.
• Demonstrating expertise in advanced mathematical functions is vital for analyzing credit and financial data comprehensively.
• Maintaining a professional demeanor and clear communication skills are important when representing Fifth Third Bank.
• Demonstrated competence in obtaining a solid grasp of Retail policies and procedures to make sound judgments.
• Prior registration under the S.A.F.E. Act and the Nationwide Mortgage Licensing System (NMLS) is required for this role upon employment initiation. The NMLS website (mortgage.nationwidelicensingsystem.org) provides access to the MU4R inquiries and registration process needed for this position.

Working Conditions:

• Normal office environment.
• Continuing to watch computer screens for an extended period.
• Being able to travel within the affiliate for training and having scheduling adaptability are key requirements of this program.
• The affiliate's personnel will need to travel outside of their base for different classroom training sessions.

About Comapany:

Fifth Third Bank, National Association is committed to maintaining an inclusive environment where all employees are treated with respect and provided with equal opportunities for career advancement, regardless of their race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other protected characteristic.

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