Personal Banker Associate II - Jacksonville, FL

Fifth Third Bank • Saint Johns, FL

3d • Onsite

About The Position

Selected candidates 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 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 meet the needs of existing and prospective customers while providing specialized care and service.

The position uses a consultative sales and service process, prescribed tools, and staff referrals. It is accountable for managing risk, following policies and procedures, maintaining customer confidentiality, and contributing to a positive customer experience. The role is based in a normal office environment and requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. No supervisory responsibilities.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling 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 through appearance and verbal and written communication.
• Ability to develop a 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 conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment Business Partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and 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 friendly, helpful, professional service; 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, 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 for mitigating fraud and unnecessary risk or exposure.
• Complete required onboarding, education, rotations, and certification.

Benefits

• Comprehensive benefits supporting 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
• Education Level: No Education Listed