Personal Banker Associate II

Fifth Third Bank • Largo, FL

11d • 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 with rotations in Operations and Sales & Service. A certification at the conclusion of the program allows candidates to demonstrate the skills needed for a role within the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on sales development and relationship building by promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customer needs and provides specialized care and service to existing and prospective customers. It uses a consultative sales and service process and approved tools, while following policies and procedures and managing risks to support a positive customer experience.

The position is based in Largo, Florida. Work is in a normal office environment and requires extended viewing of computer screens. The program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training sessions. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation offerings, with programs intended to support employees’ and families’ physical, financial, emotional, and social well-being. Salary varies based on role, skills, experience, education, and location; no specific salary range is provided.

Requirements

• College degree, relevant transferable work experience, 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 mathematical 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 making 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 build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend suitable solutions using the bank’s value proposition.
• Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, such as onsite Membership Advantage presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual or 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 demeanor; answer questions confidently 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 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 onboarding, education rotations, and the concluding certification.
• Travel within and outside the affiliate for training as required.

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