Retail Personal Banker
Posted on: September 19, 2023
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
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Sales/Goals Function:
o Maintain an awareness of the various market segments (Acquisition
and Cross Sell) and develop an understanding of how Fifth Third
solutions support each market.
o Consistently 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).
o Oversee the complete consumer loan process following approved
o Consistently meet or exceed brokerage referral goals as set by
o Maintain 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.
o Promote 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.
o Initiate 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.
o Maintain the sales environment, and actively participate in
regular sales and office staff meetings, the execution of sales
contests, monthly Blitzes and other motivational activities.
o Actively participate in the telemarketing process within the
financial center, utilizing the marketing resources and other
o Establish 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.
o Provide guidance to the Customer/Financial Service
Representatives in the referral/sales process.
* Customer Service:
o Utilize the FNA to build thorough customer information for
optimal financial solutions for their needs.
o Provide 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.
o Promote 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.
o Establish 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.
o Assist 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.
Keywords: , Oak Park , Retail Personal Banker, PR / Public Relations , Chicago, Illinois
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