Retail Personal Banker - Small

Location: Northbrook
Posted on: November 4, 2024

Job Description:

GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full rangeofbankingproducts and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with theCustomer/FinancialServiceRepresentatives for referral activity.

ESSENTIAL DUTIES & RESPONSIBILITIES:

.Sales/Goals Function:

oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market.

oConsistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an alreadyestablishedcustomerbase).

oOversee the complete consumer loan process following approved guidelines.

oConsistently meet or exceed brokerage referral goals as set by management.

oMaintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.

oPromote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.

oInitiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.

oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities.

oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools.

oEstablish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met.

oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process.

.Customer Service:

oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs.

oProvide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experiencefromotherproviders in the market place.

oPromote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.

oEstablish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.

oAssist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance.

.Bank Operations:

oOpen and maintain full range of retail accounts and services.

oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure.

oMay need to handle opening and/or closing procedures as a member of the platform staff.

SUPERVISORY RESPONSIBILITIES: None.

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