Personal Banker Associate II - Byrne Glendale FC

Fifth Third Bank • Toledo, OH

3d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a nine-week onboarding and education program that includes rotations in Operations and Sales & Service. Candidates complete a certification at the conclusion of the program to demonstrate the skills needed for 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 banking products and services to meet customers’ needs while providing specialized care and service. It uses a consultative sales and service process, collaborates with staff on referrals, and supports a positive customer experience while following policies and managing risk.

The position is based in a normal office environment. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for some classroom sessions.

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 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 good judgment in making sound decisions.
• 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 appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, and make referrals when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer 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 the consumer loan and bankcard process, owning 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 intended to mitigate fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite.

Benefits

• Comprehensive benefits programs supporting employees’ and their 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