Account Manager, Financial Services
AlphaSenseSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- College degree or work experience providing transferable 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 households and small business relationships
Responsibilities
- Use the consultative sales process and Financial Needs Assessment 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
- 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, assessing, managing, monitoring, and reporting risks of all types
- Processing teller transactions as well as working as a member of the platform staff
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the training program like for this Personal Banker Associate I role?
Selected candidates complete a 9-week onboarding and education program with rotations in operations and Sales & Service, ending with a certification to demonstrate skills for the Retail Personal Banker I role.
Is this a full-time position?
Yes, this is a full-time employment opportunity.
What are the main responsibilities of a Personal Banker Associate I?
The role involves using a consultative sales process to identify customer financial needs, processing teller transactions, cross-selling products, engaging in outside sales activities, and meeting production goals while managing risks.
What skills are needed to succeed in this role?
Key skills include consultative sales, building customer profiles via Financial Needs Assessment, knowledge of retail products, cross-selling, risk management, and providing excellent customer service.
What is the salary or compensation for this position?
This information is not specified in the job description.
Fifth Third Bank
Provides banking, loans, and wealth management services
About Fifth Third Bank
Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.
Cincinnati, OhioHeadquarters
1858Year Founded
IPOCompany Stage
Social Impact, Financial ServicesIndustries
10,001+Employees
Benefits
Health Insurance
Paid Sick Leave
Paid Holidays
Performance Bonus
Flexible Work Hours
Risks
Rising interest rates may decrease demand for loans and mortgages.
Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.
Sophisticated cybersecurity threats pose risks to customer data and trust.
Differentiation
Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.
The bank emphasizes community engagement and financial education for client empowerment.
It provides a wide range of insurance products, including life, health, and disability.
Upsides
Increased demand for digital banking boosts Fifth Third Bank's online service offerings.
Partnerships with fintech enhance technological capabilities and customer experience.
Growing interest in sustainable finance attracts environmentally conscious customers.
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