Fifth Third Bank Preferred Program Specialist - Oak Lawn in OAK LAWN, Illinois
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. As The curious bank, we've staked our claim on looking at things differently, at being better listeners and at showing more commitment. This applies to our relationships with customers and employees alike.
We employ about 19,000 people, and what we offer is:
A chance for employees to build their future, with supportive career development and financial wellness programs.
An environment where we win together. We celebrate achievement and work collaboratively. We're also a two-time Gallup Great Workplace honoree.
An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
Our Financial Centers provide a full range of deposit, digital delivery, lending, and credit card solutions products to individuals and small businesses in 12 states: Ohio, Michigan, Illinois, Indiana, Kentucky, Missouri, Tennessee, West Virginia, Pennsylvania, Georgia, Florida, and North Carolina. We have more than 1,300 full-service Financial Centers, including more than 100 Bank Mart® locations open seven days a week inside select grocery stores. Our Curious Bankers are committed to listening to our customers and inspiring them with smart financial solutions. Customers depend on us to provide banking products/services that impact their lives and meet their needs, whether saving for a home or a child's education, planning for retirement, or building a business.
A sales position responsible for the acquisition, growth, and retention of the Financial Center's customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customersin the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage One Bank partners as needed to fulfill client needs. Utilize and promote the Retail Consultative Sales process, using theprescribed tools and partnering with the Customer/Financial Service Representatives for referral activity. Work closely with IE, MLO, BBO, and other internal sales partners to increase OneBank opportunities and provide goal based solutions to thecustomer.
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 andcolleagues,andensuresthatactionsand 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.
ESSENTIAL DUTIES & RESPONSIBILITIES:
o Develop and execute strategies and tactics to increase the Preferred Program households and increase services used within assigned book of Preferred Program business, removing roadblocks to achieve goals.
o Develop a strong working partnership with assigned Investment Executive focused on the preferred book of business.
o Build deep relationships to earn status as trusted advisor, listening to key concerns of customers and providing relevant, comprehensive solutions.
o Maintain the sales environment, and actively participate in regular huddles, sales and staff meetings support the execution sales related and motivational activities. Provide guidance to the Customer/Financial Service Representatives in thereferral/sales process with a specific focus on Preferred customers.
o Consistently meet or exceed growth goals for loans, deposits, and fee income, as set by management.
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 Establish close relationships with assigned One Bank Partners such as Mortgage, Business Banking Officers to ensure customer needs and business line goals are met.
o Actively participate in the telemarketing and prospecting activities within the financial center, utilizing the marketing resources and other various tools.
o Oversees the operationally accurate fulfillment of all deposit and lending products.
o Consistently meet or exceed brokerage sales and referral goals as set by management working in partnership with Investment Executive.
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 Handle the business loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintainingrelationship as appropriate.
o Proactively contact and service preferred customers to help customers identify and set short and long-term financial goals.
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 experience from otherproviders 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 Initiate contact with non-customers through a variety of methods such as, business and community events, networking, and referrals.
o Keep current on activity within business industry and economic environment to enhance ability for anticipating needs of the customer, and proactively providing new solutions.
o Open and maintain full range of retail accounts and services within operational guidelines.
o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure.
o May need to handle opening and/or closing procedures as a member of the platform staff.
Fifth Third Bank 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, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
. College degree or equivalent combination of education and experience required.
. Fully licensed with Series 6, 63 and insurance licenses; proven track record of successful utilization of licenses for a minimum of six months is required. Experience in relationship based selling, demonstrating the ability to providesolutionstoclients.
. Position requires the Series 65 license.
. Four+ years experience in a sales environment; knowledge of investment, lending and other financial services preferred.
. Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
. Pass all components of Preferred Banker certification and complete ongoing educational requirements as prescribed
. Work involves ability to perform advanced math functions with capability to analyze credit and financial information.
. Proven problem solving, conflict resolution, follow-up and decision-making skills required, as well as strong verbal and written communications skills.
. Position involves contact with the public, necessitating the ability to present a professional image.
. Position requires an in-depth knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions.
- This role may work with one or more FCs, which may require some local travelling.
. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
. Normal office environment.
. Extending viewing of computer screens.
. Occasional local and overnight travel as required.