Personal Banker Associate II - Northland Drive

Fifth Third Bank • Grand Rapids, MI

8d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a nine-week onboarding and education program, including rotations in Operations and Sales & Service, and a concluding certification demonstrating the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales role 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 and approved tools, works with colleagues on referrals, and is accountable for managing risks and following policies and procedures. The role is based in a normal office environment in Grand Rapids, Michigan, and requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. No supervisory responsibilities are assigned.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in 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 is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to work with scheduling flexibility.

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 contact customers proactively and schedule periodic financial reviews.
• Focus on cross-selling to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring 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, professional manner; answer questions confidently 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, managing 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.
• Complete the nine-week onboarding and education program, rotations, and concluding certification.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed