Personal Banker Associate II - Greater Columbus Area

Fifth Third Bank • Grandview, OH

11d • 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 required for 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 deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs while providing specialized customer care. It uses a consultative sales and service process and approved tools, and promotes referrals among staff and business partners.

The position is accountable for managing risk, following bank policies and procedures, and acting in customers’ and colleagues’ best interests. The role works in a normal office environment, requires extended viewing of computer screens, and involves travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and 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.
• 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.

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.
• Build 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, supporting year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Provide friendly, professional service, answer customer questions, and take ownership of customer issues.
• Keep business information 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, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing procedures as directed.
• Stay current on Retail procedures that mitigate fraud and unnecessary risk or exposure.

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