Personal Banker Associate II

Fifth Third Bank • Pasadena, CA

19d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after 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 role. The Retail Personal Banker II is a sales position focused on developing sales and customer relationships by promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to existing and prospective customers, provides specialized customer care, and uses a consultative sales and service process. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience while achieving business results.

The position works in a normal office environment and involves extended viewing of computer screens. The onboarding program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training sessions. The role is located in Pasadena, California.

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 in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions; scheduling flexibility is required.

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.
• Focus on cross-selling 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 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, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Provide friendly, helpful, professional service; answer customer questions and take ownership of customer issues.
• Protect confidential business information 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 consumer loan and bankcard processes, 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 to mitigate 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 sessions.

Benefits

• Comprehensive benefits designed to support employees and their families across physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level