Personal Banker Associate II - Haslet, TX (Copper Ranch FC)

Fifth Third Bank • Haslet, TX

12d • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by certification demonstrating the skills needed to perform within the Retail Personal Banker job family. The position is a sales role focused on developing sales and customer relationships through the promotion of deposits, loans, fee-based services, and customer retention. The associate sells a full range of banking products and services to meet existing and prospective customers’ needs while providing specialized care and service. The role uses the bank’s consultative sales and service process and approved tools, and works with staff to generate referrals.

The associate is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests. The position works toward customer experience and production goals while identifying, assessing, monitoring, and reporting risks within the Bank’s risk appetite.

The role is based in a normal office environment in Fort Worth, Texas, with travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility required. The job requires extended viewing of computer screens.

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 analysis of credit and financial information.
• Professional appearance and verbal and written communication skills when representing Fifth Third Bank.
• 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; the MU4R questions and registration are required for employment in this position.
• Ability to travel within the affiliate for training, travel outside the affiliate for classroom training, and maintain scheduling flexibility.

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 knowledge of Retail consumer and small business products and services, and recommend solutions using the bank’s value proposition.
• Use CAMP and other approved marketing tools to contact customers and arrange 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 Business Partners and refer customers for timely, holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions confidently and take ownership of customer issues.
• Protect confidential business information and comply with 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, 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 mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding, education, and certification program required for the Retail Personal Banker job family.
• 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
• Education Level: No Education Listed