Personal Banker Associate II- Maple- Telegraph

Fifth Third Bank • Bloomfield Hills, MI

6d • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for a role in the Retail Personal Banker job family. The Personal Banker II role focuses on sales development and relationship building by promoting deposits, loans, fee-based services, and customer retention. The position sells banking products and services to meet customer needs while providing specialized service to existing and prospective customers.

The banker uses a consultative sales and service process, approved tools, and referrals to provide appropriate financial solutions. The role is accountable for identifying and managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. Training requires travel within the affiliate and occasional travel outside the affiliate for classroom sessions, along with scheduling flexibility. The work is performed in a normal office environment.

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 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.

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, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals, contributing to 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, professional demeanor; answer questions confidently 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, managing 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 for preventing fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks in accordance with the Bank's risk appetite.

Benefits

• Comprehensive benefits 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
• Education Level: No Education Listed