Personal Banker Associate II - Greater Columbus Area

Fifth Third Bank • Columbus, OH

12d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills needed to perform a role in the Retail Personal Banker job family.

The Retail Personal Banker II role is a sales position focused on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customer needs while providing specialized care and service. It uses the bank’s consultative sales and service process and approved tools, and works with staff to generate referrals.

The position is accountable for managing risk, following policies and procedures, and supporting positive outcomes for customers and colleagues. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is in a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, work experience providing 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/or 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 in-depth 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 assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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, owning sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.

Benefits

• Comprehensive benefits designed to support 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