Personal Banker Associate II

Fifth Third Bank • Tallmadge, OH

2d • 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. A certification at the conclusion of the program gives candidates the opportunity to demonstrate the skills necessary to perform 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 the promotion of deposits, loans, fee-based services, and customer retention. The role sells a full range of banking products and services to meet existing and prospective customers’ needs, while providing specialized care and service. The banker uses and promotes the consultative sales and service process, prescribed tools, and staff referral activity.

The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It achieves results while operating within the Bank’s risk appetite and identifying, assessing, managing, monitoring, and reporting risks.

The position works in a normal office environment, involves extended viewing of computer screens, and requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training sessions. The location listed is Stow, Ohio.

Requirements

• College degree, or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities intended 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 good judgment to make 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 is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain in-depth 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.
• Focus primarily on cross-selling to existing customers and participate in outside sales activities as directed, such as onsite presentations, business sales calls, and community financial literacy events.
• Build close working 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 support 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 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, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and the concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training sessions as required.

Benefits

• Comprehensive benefits programs 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