Personal Banker Associate II - Columbus North

Fifth Third Bank•Columbus, IN

2d•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 and a concluding certification. The Retail Personal Banker II role focuses on sales development and relationship building through 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, using the bank’s consultative sales and service process and approved tools to generate referrals. The position is accountable for managing risk, following policies and procedures, raising concerns, and acting in the best interests of customers and colleagues. The role achieves results while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite. The position is based in a normal office environment and requires extended computer-screen viewing. The training program requires travel within the affiliate and scheduling flexibility, as well as travel outside the affiliate for classroom training sessions.

Requirements

College degree, relevant transferable work experience, 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 perform advanced math functions for analysis of 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 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 proactively contact customers and schedule periodic financial reviews.
Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned 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 measured by the Financial Center P&L.
Guide CSRs on the sales and referral process.
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 and manage 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, rotations, and concluding certification.
Travel within and outside the affiliate for training as required.

Benefits

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume