Location: Brunswick, OH
Company: Fifth Third Bank
operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting.
This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIESAND RESPONSIBILITIES: Use the consultative sales process and Financial Needs backssment 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. 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. 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. #LI-TM1Retail Personal Banker Associate ILOCATION -- Brunswick, Ohio 44212Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
members and potential members. Their role is to create a welcoming, friendly environment for members as soon as they enter the doors or begin drive-through transactions. The individual processes a variety of personal and business financial transactions for members and inform members about other Hopewell Federal products and services from which they could benefit.
Job Duties: Present an overall professional image in the areas of dress, communications and conduct. • Process Financial Transactions (i. e. cash withdrawals, deposits, payments, account maintenance, loan/visa payments). • Process transactions accurately and efficiently. • Inform Members about Products & Services and current
promotions (i. e. referring members to Hopewell's investment services and lending teams)• Conform/Comply with all applicable Hopewell policies and procedures and regulations.
• Balance cash drawers accurately. • Perform positively in a team environment, working toward achieving branch performance goals. • Perform other work as assigned. QUALIFICATIONS: • Present a professional image at all times• Effective and positive communication skills (listening, inquiring and educating)• Demonstrated sales ability at past employers• Demonstrate conduct that displays a focus on the customer/member• Demonstrated knowledge of product & services• Detail oriented• Able to follow policy, processes, and
procedures• Strong time management skills• Dependable• Proficient with Computer Systems, MS products, and banking systems• Ability to achieve positive outcomes with upset/anxious members• Must be able to work some Saturdays 9:00 AM - 12:00 PM and be available Monday - Friday during normal business hours.
Hopewell Federal Branch Hours are: Monday - Thursday: 9:00 - 5:00Friday: 9:00 - 6:00Saturday: 9:00 - 12:00 Employment Type: Part-Time Job Posted by Applicant Pro
the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). One year of education and/or training beyond high school, preferred. Or equivalent combination of education and experience. Licenses/Certifications: None.
Experience: One year of related experience and/or training. General PC knowledge. Prior cash handling experience. Previous sales experience preferred. Essential Functions: A: Job Specific: Greet customers, identify their business needs, complete request and answer questions. Research issues and correct discrepancies. Accept and process cash item deposits, savings deposits, withdrawals and cash checks. Process loan, credit card
and utility payments. Redeem savings bonds. Reconcile night deposits and mailed-in transactions. Oversee the vault and ATM when assigned. Follow all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for.
Complete and process holds/CTR's as required. Ensure that all safety and security measures are being maintained at all times. Follow proper dual control measures when required. Complete logs and assist with audits. Maintain the security of personal keys and assigned codes. Maintain assigned cash levels. Balance drawer. Research any over and short issues. Sell gift cards and other bank services. Identify cross sell opportunities and refer
to a Personal Banker for follow-up. Utilize back office capture to send transactions to corporate.
Reconcile any balancing issues. Maintain flexibility in scheduling to work all hours and locations within the market(s) as assigned. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, age, national origin, interactionual orientation, gender identity, disability or protected veteran status. Job Posted by Applicant Pro
the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). One year of education and/or training beyond high school, preferred. Or equivalent combination of education and experience. Licenses/Certifications: None.
Experience: One year of related experience and/or training. General PC knowledge. Prior cash handling experience. Previous sales experience preferred. Essential Functions: A: Job Specific: Greet customers, identify their business needs, complete request and answer questions. Research issues and correct discrepancies. Accept and process cash item deposits, savings deposits, withdrawals and cash checks. Process loan, credit card
and utility payments. Redeem savings bonds. Reconcile night deposits and mailed-in transactions. Oversee the vault and ATM when assigned. Follow all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for.
Complete and process holds/CTR's as required. Ensure that all safety and security measures are being maintained at all times. Follow proper dual control measures when required. Complete logs and assist with audits. Maintain the security of personal keys and assigned codes. Maintain assigned cash levels. Balance drawer. Research any over and short issues. Sell gift cards and other bank services. Identify cross sell opportunities and refer
to a Personal Banker for follow-up. Utilize back office capture to send transactions to corporate.
Reconcile any balancing issues. Maintain flexibility in scheduling to work all hours and locations within the market(s) as assigned. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, age, national origin, interactionual orientation, gender identity, disability or protected veteran status. Job Posted by Applicant Pro
Provide exceptional customer service with each interaction. Exercise good judgment when performing job functions to safeguard the assets of the bank and the customer. Greet customers, identify their business need, complete request and answer questions.
Research issues and correct discrepancies. Accept and process cash item deposits, savings deposits and withdrawals. Process loan, credit card and utility payments. Redeem and sell savings bonds. Reconcile night deposits and mailed-in transactions. Oversee the vault and ATM when assigned. Follow all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for. Complete and process holds/CTR's as
required. Ensure that all safety and security measures are being maintained at all times. Follow proper dual control measures when required. Complete logs and assist with audits.
Maintain the security of personal keys and assigned codes. Cash checks. Maintain assigned cash levels. Balance drawer. Research any over and short issues. Adhere to customer service standards. Sell gift cards and other bank services. Identify cross sell opportunities and refer to Personal Banker for follow-up. Utilize back office capture to send transactions to corporate. Reconcile any balancing issues. Maintain flexibility in scheduling to work all hours and locations within the market (s). Complete required annual on-line training. Attend classes as required. Job Posted by Applicant Pro
