Financial Services Representative
2 days ago
Transform Customer Relationships
We're seeking a skilled Financial Services Representative to join our team at Fifth Third Bank. As a key member of our retail banking team, you'll be responsible for building strong relationships with customers and identifying their financial needs.
Key Responsibilities:
- Use the consultative sales process to build customer profiles and identify financial needs.
- Maintain knowledge of retail consumer and small business products and services.
- Utilize marketing tools to proactively reach out to customers and set appointments for financial reviews.
- Cross-sell to existing customers and engage in outside sales activities.
- Establish relationships with business partners and refer customers to provide holistic financial solutions.
- Meet/exceed customer experience and production goals.
Requirements:
- College degree or equivalent work experience.
- Experience in the financial industry preferred.
- Ability to develop a working knowledge of retail policies and procedures.
- S.A.F.E. Act registration required.
Working Conditions:
- Normal office environment.
- Extending viewing of computer screens.
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