Personal Banker Associate II - East/Central Columbus

Fifth Third Bank•Columbus, OH

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service. A certification at the conclusion of the program allows candidates to demonstrate the skills needed to perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The position 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, approved tools, and staff referral activity. The role is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests. It requires consistently identifying, assessing, managing, monitoring, and reporting risks while working within the Bank’s risk appetite.

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 used to analyze 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 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.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build thorough 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 using the Bank’s value proposition.
Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
Focus primarily on cross-selling to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
Build close 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 and team production goals, and support year-over-year revenue growth as measured by the Financial Center P&L.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, and professional demeanor.
Answer customer questions confidently and take ownership of customer issues.
Protect confidential business information and maintain a position of trust and responsibility.
Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
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 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.

Benefits

Comprehensive benefits programs designed to support employees’ and their families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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