Personal Banker Associate 2 - South Haven

Fifth Third Bank • South Haven, MI

3d • Onsite

About The Position

The selected candidate is intended to become a Retail Personal Banker II after completing a nine-week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification. The Retail Personal Banker II is a sales role focused on developing sales and customer relationships by promoting deposits, loans, fee-based services, and customer retention. The position sells a full range of banking products and services to existing and prospective customers and provides specialized care and service. It uses a consultative sales and service process and approved tools to identify customer needs, make recommendations, and generate referrals. The role is accountable for following policies and procedures, managing risk, and driving a positive customer experience.

Requirements

• College degree, work experience that provides transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment partners, referring customers as appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Provide friendly, professional customer service, answer questions, and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Travel within the affiliate and outside the affiliate for training, and accommodate scheduling flexibility.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed