GENERAL FUNCTION: Selected Candidate will
attend a 3-4 month on-boarding and education
program that includes rotations in Operations, Sales & Service,
Small Business or Preferred and
Sales Management and a capstone project. The role will provide
arobustlearning approach for
successful candidates to prepare for a Financial Center Manager
This program will require the ability to travel within the
affiliate or Bancorp footprint for training,
required meetings and scheduling before, during and after the
operating hours of a Fifth Third
Bank Financial Center.
After successful completion of the 3-4 month training program,
candidates selected for the FCMA
role will have the opportunity to apply for a permanent Financial
Center Manager or otherwise
ESSENTIAL DUTIES & RESPONSIBILITIES:
1. Sales/Goals Function
A. Learn the sales function for the financial center and coach team
members, setting the
example and tone for a strong sales environment.
B. Consistently execute, coach to and lead the defined sales and
C. Partner with Retail staff to consistently meet and exceed sales
goals as defined by the Retail
LOB and Affiliate Leadership, actively soliciting the various
retail and Bancorp products.
D. Understand the complete consumer / commercial loan
E. Promote company products and services in the community by making
regular outside calls, to
assist in the continuing growth of the office and
F. Partner with Retail staff to ensure that the call lists are
actively worked, as well as any other
means for obtaining new business and retaining current
G. Develop and maintain close relationships with assigned business
partners, such as Mortgage
Loan Officers, Business Banking Officers and Investment
H. Upon program completion, to serve as an interim Financial Center
Manager or assisting at
various area Financial Center locations until permanent placement
2. Manager/HR Function
A. Partner with Retail staff to understand sales strategy, set
priorities, direct, coach and delegate
sales responsibilities to the Personal Bankers. Consistent
Execution of our Sales Management
B. Understand and coach staff members on the importance of
operational responsibilities / risk
activities impacting Retail.
C. Coach Retail staff to be able to interchange duties as
D. Partner with the Affiliate Leadership and Operation team to
understand staffing model and
ensure appropriate staffing levels.
E. Actively participate in the selection of new employees, as well
as the welcome to the
financial center and introduction to the staff.
F. Evaluate performance on a regular basis, providing constant
coaching and guidance; provide
assistance to the staff in completing the promotion
G. Establish and facilitate regular sales and office staff
meetings, and promote the participation
of the staff in the meetings.
H. Partner with Retail management to ensure that the staff receives
proper training to
demonstrate abilities to sell, cross-sell and/or refer as
appropriate, to reach own individual/team
I. Partner with Retail staff to ensure that there is constant
communication to staff of the
financial center goals, and that individual sales and/or referral
goals are set, and each staff
member is held accountable.
J. Take appropriate action for non-performance and reward for
K. Be champion and supportive for the continuous education of
policies and procedures to the
staff, to ensure that policy is adhered.
L. Provide service to customers and prospective customers on
various banking matters, including,
the explanation and opening of new accounts, and professional
resolution of problems/issues.
M. Maintain a position of trust and responsibility by keeping all
customer business confidential.
A. Stay informed and act upon regular updates by the Retail Risk &
(RRAM), Retail Operations Manager and area management and