Personal Banker Associate II

Fifth Third Bank•Pasadena, CA

1d•$43,680 - $69,900•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, including rotations in Operations and Sales & Service, and a concluding certification. The Retail Personal Banker II is a sales position focused on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customer needs while providing specialized care and service to current and prospective customers. It uses the bank’s 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 is expected to achieve results while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite. The position is based in a normal office environment and requires extended viewing of computer screens. The training program requires travel within the affiliate and scheduling flexibility, as well as travel outside the affiliate for classroom training sessions. The listed annual base pay range is $43,680–$69,900; individual salary depends on factors including relevant skills, experience, education, and geographic location. Fifth Third describes its rewards as including comprehensive benefits and differentiated compensation, with programs supporting employees’ physical, financial, emotional, and social well-being.

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.
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 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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured by the Financial Center P&L.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, and professional manner.
Answer customer questions confidently and take ownership of customer issues.
Keep business confidential 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 designed to mitigate fraud and unnecessary risk or exposure.