Personal Banker Associate II - Tampa, FL Metro Area

Fifth Third Bank • Tampa, FL

5d • 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 that includes rotations in Operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills required for a role in the Retail Personal Banker job family.

The Retail Personal Banker II role is focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet existing and prospective customers’ needs, provides specialized customer service, and uses the prescribed consultative sales and service process and tools to support referrals.

The role is accountable for managing risk and following bank policies and procedures while delivering positive customer experiences. The position requires training-related travel within and outside the affiliate, as well as scheduling flexibility. The work is performed in a normal office environment.

Requirements

• College degree, relevant 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 existing customers.
• Ability to perform advanced mathematical functions 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.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 suitable 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 and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide Customer Service Representatives (CSRs) on sales and referrals.
• Promote customer satisfaction through a helpful, professional demeanor; 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 Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Travel within the affiliate for training and outside the affiliate for classroom training.

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
• Education Level: No Education Listed