Personal Banker Associate II - Glenwood

Fifth Third Bank•Glenwood, IL

21d•Onsite

About The Position

The Personal Banker Associate II position begins with a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service. At the end of the program, candidates complete a certification demonstrating skills needed for a role in the Retail Personal Banker job family. The resulting Retail Personal Banker II role focuses on sales development and relationship building by promoting deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet customer needs and provides specialized service to existing and prospective customers. The position uses a consultative sales and service process, approved tools, and staff referrals to develop customer relationships and offer appropriate financial solutions. It is accountable for managing risk, following policies and procedures, acting ethically, protecting confidential information, and supporting a positive customer experience. The role includes training travel within and outside the affiliate, as well as scheduling flexibility.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling 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 employment.

Nice To Haves

Experience in the financial industry is preferred.

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 conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
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, and contribute to year-over-year revenue growth measured by Financial Center P&L.
Guide CSRs on the sales and referral process.
Provide professional, friendly customer service, answer questions confidently, and take ownership of customer issues.
Keep business confidential 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.
Complete the onboarding, education, and certification program.
Travel for training within the affiliate and to classroom training sessions outside the affiliate, and maintain scheduling flexibility.