Client Support Banker

Job Descriptio:Client Support Banker

The role of the Client Support 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.

Main duties and required functions:

• Utilize the consultative sales method in combination with a detailed assessment of the customer's financial status to craft an elaborate customer profile and identify both immediate and long-term financial necessities.
• Have a comprehensive understanding of retail consumer and small business solutions to provide advice on proper recommendations in accordance with our value proposition.
• Leverage CAMP and other approved marketing resources to proactively connect with clients and establish meetings for periodic financial evaluations.
• The primary responsibility involves cross-selling to the existing customer base and engaging in external sales activities like presenting Membership Advantage benefits on-site, conducting business sales calls, participating in community events that emphasize financial literacy, etc. as directed.
• Foster close relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) to support clients in accessing appropriate and holistic financial solutions.
• Meeting or exceeding customer service objectives and individual/team efficiency goals in order to enhance year-over-year revenue growth as evaluated through the Financial Center's P&L report.
• Offer tips to CSRs to optimize the sales and referral experience for customers.
• Strengthen customer satisfaction by engaging in interactions that are friendly and helpful, underlined by a sense of professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Ensure trust and accountability by maintaining the secrecy of all confidential business matters.
• Abide by the rules outlined in the Bancorp Code of Business Conduct and Ethics and additional policies, practicing ethical behavior at all times.
• Comply with the prescribed policies and processes while introducing/servicing the full scope of Retail merchandise.
• Actively participate in the consumer loan and bank card processes, ensuring the successful sourcing of loans from application submission to closing.
• Execute the tasks related to opening/closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep current on retail strategies implemented to mitigate fraud and minimize potential risks.

The essential criteria regarding knowledge, skills, and abilities:

• Whether through obtaining a college education, gaining valuable work experience with transferable skills, or a combination of the two, professionals can enhance their competencies and marketability.
• A preference is shown towards individuals with experience in the financial field.
• Demonstrated ability to create a welcoming environment for engaging in sales initiatives targeted at acquiring new customers in household and small business markets, as well as cross-selling to current clients.
• Demonstrating competency in advanced mathematical functions is integral to effectively analyzing credit and financial information.
• Being able to represent Fifth Third Bank professionally requires a blend of well-groomed appearance and articulate communication.
• Exhibited adeptness in developing familiarity with Retail regulations and protocols to make informed decisions judiciously.
• As per the job requirements, compliance with the S.A.F.E. Act and registration through the Nationwide Mortgage Licensing System (NMLS) is mandatory when starting this position. The NMLS website (mortgage.nationwidelicensingsystem.org) contains the necessary MU4R questions and registration details.

Working Conditions:

• Normal office environment.
• Lengthening the period of time spent looking at computer screens.
• The successful completion of this program will require individuals to travel within the affiliate for training and have flexibility in scheduling.
• Participation in off-site classroom training sessions will necessitate travel beyond the affiliate's usual boundaries.

About Comapany:

Fifth Third Bank, National Association espouses a culture of diversity and inclusivity, striving to ensure that all employees are treated fairly and receive equitable opportunities for career growth, regardless of their race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other protected status.

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