Personal Banker Associate II - Haslet, TX (Copper Ranch FC)

Fifth Third Bank•Haslet, TX

10d•Onsite

About The Position

The Personal Banker Associate II candidate completes a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role focuses on sales development and relationship building by promoting deposits, loans, fee-based services, and customer retention. It sells banking products and services to existing and prospective customers while providing specialized customer care. The banker uses a consultative sales and service process, collaborates with staff on referrals, and manages risk by following policies, raising concerns, and acting in customers’ and colleagues’ best interests. This position is based in Fort Worth, Texas, and works in a normal office environment. The program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation intended to support employees’ physical, financial, emotional, and social well-being; specific benefit offerings are not detailed in the posting.

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 used to analyze 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 develop customer profiles and identify current and future financial needs.
Maintain knowledge of Retail consumer and small business products and services, recommending solutions using the bank’s value proposition.
Use CAMP and other approved marketing tools to contact customers proactively and schedule periodic financial reviews.
Cross-sell to existing customers and conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build 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, supporting year-over-year revenue growth as measured by the Financial Center P&L.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through friendly, helpful, professional service; answer questions confidently 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.
Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
Complete the onboarding and education program and its concluding certification.