Personal Banker Associate II

Fifth Third Bank•Amelia, OH

1d•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 with rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on developing sales and customer relationships 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 and using the bank’s consultative sales and service process and referral tools. The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It is based in a normal office environment, involves extended viewing of computer screens, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. Compensation varies based on factors including relevant skills, experience, education, and geographic location. The employer describes comprehensive benefits intended to support employees’ and families’ physical, financial, emotional, and social well-being, but does not specify individual benefits in this posting.

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 consumer household and small-business customers and cross-selling to existing customers.
Ability to demonstrate understanding of advanced mathematical 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.
Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to work with scheduling flexibility.

Nice To Haves

Experience in the financial industry is preferred.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to develop 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 proactively and schedule periodic financial reviews.
Focus on cross-selling to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
Build relationships with assigned business partners in Mortgage, Small Business, Commercial, and Investment, 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 Customer Service Representatives (CSRs) on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, and professional demeanor.
Answer customer questions confidently and take ownership of customer issues.
Protect confidential business information and maintain a position of trust and responsibility.
Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
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 intended to mitigate fraud and unnecessary risk or exposure.
Complete the onboarding, education, and certification program, including required training travel.