Personal Banker Associate II - Northland Drive

Fifth Third Bank • Grand Rapids, MI

10d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a nine-week onboarding and education program, including rotations in Operations and Sales & Service and a concluding certification. The Retail Personal Banker II is a sales role 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 current and prospective customers’ needs while providing specialized care and service. It uses the bank’s consultative sales and service process, approved tools, and staff referrals.

The position is accountable for managing risk, following policies and procedures, and supporting positive customer and colleague experiences. It achieves results by identifying, assessing, managing, monitoring, and reporting risks within the bank’s risk appetite.

The position requires SAFE Act registration through the Nationwide Mortgage Licensing System at the time of employment. The work takes place in a normal office environment and includes extended computer-screen viewing and travel within and outside the affiliate for training. Scheduling flexibility is required for training.

Requirements

• A 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 in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• SAFE Act registration through the Nationwide Mortgage Licensing System 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 set appointments for financial reviews.
• Cross-sell to existing customers and engage in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with 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, supporting year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions confidently and take ownership of customer issues.
• Maintain confidentiality 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 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.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

• Comprehensive benefits programs designed to support 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