Personal Banker Associate II - West/Central Columbus

Fifth Third Bank•Hilliard, OH

3d•Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a certification. The Retail Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs while providing specialized care and service. It uses the 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 experiences. It operates within the Bank’s risk appetite and requires identifying, assessing, managing, monitoring, and reporting risks. The role is based in a normal office environment in Hilliard, Ohio. It involves extended viewing of computer screens and travel within the affiliate for training, as well as travel outside the affiliate for classroom training. Scheduling flexibility is required.

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 used to analyze 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 in making 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 develop 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 proactively and schedule periodic financial reviews.
Cross-sell to existing customers and participate in directed outside sales activities, such as 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, supporting 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 demeanor.
Answer customer questions confidently and take ownership of customer issues.
Keep business information confidential and maintain a position of trust and responsibility.
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, managing 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 designed to mitigate fraud and unnecessary risk or exposure.
Complete the onboarding and education program and its concluding certification.

Benefits

Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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