Banking Associate

Job Summary for Banking Associate:

The Banking Associate at a Financial Center is centered on employing a consultative sales strategy to proactively pinpoint and fulfill the financial demands of customers or potential leads. As a Personal Banker I, the key responsibility revolves around gaining new customers and enhancing existing client partnerships through different methods, including but not restricted to leading in the lobby, investing time in aisle interactions, and conducting consultations virtually. The role also encompasses executing teller transactions and collaborating within the platform personnel.

Fundamental tasks and roles:

• Utilize the consultative sales method along with a thorough evaluation of the customer's financial situation to craft a comprehensive customer profile and highlight present as well as future financial necessities.
• Stay well-versed in retail consumer and small business products/services to offer recommendations aligned with our value proposition.
• Employ CAMP and other authorized marketing resources to reach out to customers and arrange appointments for routine financial assessments.
• The main emphasis is on upselling to the current clientele and actively participating in off-site sales initiatives like conducting Membership Advantage presentations, engaging in business sales calls, attending community events focusing on financial education, etc. under supervision.
• Create collaborative partnerships with specified Business Partners (Mortgage, Small Business, Commercial, and Investment) to guide individuals towards suitable financial resolutions.
• Exceeding customer experience standards and individual/team productivity objectives to drive year-over-year revenue growth as assessed by the Financial Center's profit and loss statement.
• Provide instructions to CSRs on how to effectively navigate the sales and referral process.
• Boost customer contentment by interacting in a friendly and courteous manner, demonstrating professionalism at all times.
• Act with confidence by answering customer questions and owning customer issues.
• Demonstrate reliability and dependability by ensuring the discretion of all business-related information.
• Comply with the regulations established in the Bancorp Code of Business Conduct and Ethics and additional associated policies, demonstrating ethical behavior in all circumstances.
• Comply with the approved rules and methods when launching/assisting with all Retail products.
• Take part in the procedures involved in consumer lending and bank cards, overseeing the acquisition of loans from the application stage up to the completion of the transaction.
• Adhere to the instructions given by the Financial Center Manager when beginning or concluding operations at the Financial Center or Bank Mart.
• Keep abreast of the latest strategies in place within the retail sector to prevent fraudulent activities and minimize potential hazards.

The basic level of expertise, talents, and aptitudes necessary:

• Achieving a degree from a college, accruing work experience with skills that can be applied across different fields, or a mix of the two approaches are all viable routes to career advancement.
• Familiarity with the financial field is a plus.
• Shown capability to build rapport with potential clients through sales strategies focused on acquiring new customers for households and small businesses, as well as promoting additional services to existing clients.
• Demonstrating comprehension of advanced mathematical functions is necessary for analyzing credit and financial details.
• Portraying Fifth Third Bank with a high degree of professionalism in how one looks and communicates is crucial.
• Exhibited skill in gaining familiarity with Retail policies and procedures to demonstrate sound judgment in decision-making.
• For this job, it is essential to be registered under the S.A.F.E. Act and the Nationwide Mortgage Licensing System (NMLS) before commencing employment. You can find the necessary MU4R inquiries and registration procedures on the NMLS website at mortgage.nationwidelicensingsystem.org.

Working Conditions:

• Normal office environment.
• Stretching out the duration of watching computer displays.
• The successful completion of this program will involve being able to travel within the affiliate for training, along with requiring flexibility in scheduling.
• Participation in various in-person training sessions will mandate travel beyond the affiliate's premises.

About Comapany:

Fifth Third Bank, National Association takes pride in its diverse and inclusive workplace culture and strives to ensure that all employees have equal employment opportunities regardless of their race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected characteristics.

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