Personal Banker Associate II - Williamson Square (Franklin, TN)

Fifth Third Bank•Franklin, TN

34d•Onsite

About The Position

The Personal Banker Associate II is intended to progress into a Retail Personal Banker II role after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a certification. The Retail Personal Banker II role focuses on sales development and relationship building by promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services that meet customers’ needs and provides specialized care to existing and prospective customers. The position uses a consultative sales and service process, prescribed tools, and staff referrals. It is accountable for responsible risk management, following policies and procedures, and supporting positive customer and colleague experiences while achieving business results within the Bank’s risk appetite. The position works 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 classroom training. A base salary range applies to the pay grade, with individual pay varying according to relevant factors. The company describes its total rewards as including comprehensive benefits and differentiated compensation, with programs supporting employees’ and families’ physical, financial, emotional, and social well-being; specific benefits are not listed in the posting.

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 existing 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 good judgment in making sound 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 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, such as 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 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 customer questions confidently and take ownership of customer issues.
Maintain confidentiality and 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 Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
Complete onboarding and education rotations and the concluding certification for the Retail Personal Banker job family.