Personal Banker Associate II - Tampa, FL Metro Area

Fifth Third Bank • Tampa, FL

4d • 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 that includes rotations in Operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills needed to perform in the Retail Personal Banker job family.

The Retail Personal Banker II is a sales position focused on developing sales and building customer relationships 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 a consultative sales and service process and approved tools to engage customers and coordinate referrals.

The position is accountable for managing risk, following policies and procedures, protecting confidential business information, and supporting a positive customer experience. It also participates in consumer loan and bankcard processes, including owning sourced loans from application through closing, and may participate in Financial Center or Bank Mart opening and closing as directed.

The role is based in a normal office environment, involves extended viewing of computer screens, and requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility.

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.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop 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 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 appropriate solutions.
• 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, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment Business Partners and refer customers for appropriate solutions.
• Meet or exceed customer experience and individual and team production goals, supporting 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 demeanor; answer questions 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 consumer loan and bankcard processes and own 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.
• Openly exchange ideas and opinions, raise concerns, and follow risk policies and procedures.
• Travel within the affiliate for training and outside the affiliate for classroom training, with scheduling flexibility.

Benefits

• Comprehensive benefits programs intended to support 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