Personal Banker II

Fifth Third Bank • North Canton, OH

1d • Onsite

About The Position

The selected candidate begins with a nine-week onboarding and education program that includes rotations in Operations and Sales & Service, followed by certification to demonstrate the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales role focused on developing sales and customer relationships by promoting deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet customer needs and provides specialized service to existing and prospective customers.

The role uses a consultative sales and service process to identify financial needs, recommend solutions, and generate referrals. It also requires responsible risk management, adherence to policies and procedures, protection of confidential information, and actions that support a positive customer experience. The position has no supervisory responsibilities.

Requirements

• College degree, relevant 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 cross-sell to existing 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 (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 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, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment 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 the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer 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 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.

Benefits

• Comprehensive benefits designed to support employees and their families, including 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