Personal Banker Associate II- Greenfield- 10 Mile

Fifth Third Bank•Greenfield, MI

7d•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 skills needed for a role in the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on developing sales and building customer relationships through the promotion of deposits, loans, fee-based services, and customer retention. The role sells a full range of banking products and services to meet the needs of existing and prospective customers while providing specialized care and service. The employee uses the consultative sales and service process and approved tools, works with staff on referrals, and manages risk by following policies, raising concerns, and identifying, assessing, monitoring, and reporting risks. The role is accountable for acting in the best interests of customers and colleagues and supporting a positive customer experience. The position is based in Oak Park, Michigan. The work is in a normal office environment and includes travel within the affiliate for training, travel outside the affiliate for some 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 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 in appearance and verbal and written communication.
Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
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 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 Business Partners and refer customers when appropriate.
Meet or exceed customer experience and individual or team production goals, supporting year-over-year revenue growth as measured by the Financial Center P&L.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions confidently and take ownership of customer issues.
Maintain confidentiality and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
Follow policies and procedures when opening and servicing Retail products.
Participate in consumer loan and bankcard processes and own sourced loans from application through closing.
Participate in Financial Center or Bank Mart opening and closing 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.
Travel within the affiliate for training and outside the affiliate for classroom training, as required.