Personal Banker Associate II - Eastgate area (OHIO)

Fifth Third Bank • Cincinnati, OH

21d

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 to demonstrate the skills needed for the Retail Personal Banker job family. 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 bank’s consultative sales and service process, approved tools, and staff referrals.

The position is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It is based in a normal office environment and requires extended viewing of computer screens, travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training. Fifth Third describes its total rewards as including comprehensive benefits and differentiated compensation, with benefits supporting employees’ physical, financial, emotional, and social well-being.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math 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 good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 in-depth 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.
• Focus on cross-selling 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 Business Partners in Mortgage, Small Business, Commercial, and Investment, and make referrals when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth as 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.
• Keep business 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 and own 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.
• Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.

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: Mid Level
• Education Level: No Education Listed