Personal Banker Associate II - Stadium

Fifth Third Bank • Ann Arbor, MI

1d • 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, followed by a certification demonstrating the skills needed to perform the role. The Retail Personal Banker II is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells a full range of 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, prescribed tools, and staff referral activity.

The position is accountable for managing risk by exchanging ideas and opinions, elevating concerns, and following policies and procedures. It is also responsible for acting in customers’ and colleagues’ best interests and supporting a positive customer experience while operating within the Bank’s risk appetite.

The position requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training. The work is performed in a normal office environment and involves extended viewing of computer screens. Location: Ann Arbor, Michigan.

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 analyzing 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 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 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 and schedule periodic financial reviews.
• Cross-sell 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 refer customers when appropriate.
• Meet or exceed customer experience and individual and 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 with a friendly, helpful, and professional demeanor; answer questions 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 consumer loan and bankcard processes, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud, risk, and unnecessary exposure.
• Complete the onboarding, education, and certification program and required training travel.

Benefits

• Comprehensive benefits supporting employees’ and 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