Personal Banker II

Fifth Third Bank•North Canton, OH

2d•Onsite

About The Position

The selected candidate will complete a nine-week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed to perform within the Retail Personal Banker job family. The Retail Personal Banker II is a sales role focused on sales development and relationship building through deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs and provides specialized customer care, using the bank’s consultative sales and service process and approved tools. The position is accountable for managing risk, following policies and procedures, and supporting positive experiences for customers and colleagues. The role primarily serves existing customers while also engaging in outside sales activities and developing relationships with consumer and small-business customers. It works with internal business partners to provide holistic financial solutions, meets customer-experience and production goals, and supports the Financial Center’s revenue growth. The position requires SAFE Act registration through the Nationwide Mortgage Licensing System at the time of employment. The work is performed in a normal office environment and involves extended viewing of computer screens. The onboarding program requires travel within the affiliate and scheduling flexibility, as well as travel outside the affiliate for classroom training. The position is located in North Canton, Ohio.

Requirements

College degree, work experience that provides 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.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
Ability to travel within and outside the affiliate for training and maintain scheduling flexibility.

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 outside sales activities, including onsite presentations, business sales calls, and community financial-literacy events, as directed.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners and refer customers as appropriate.
Meet or exceed customer-experience and individual or team production goals and contribute 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 demeanor; answer 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 and own 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, risk, and exposure.
Complete the nine-week onboarding and education program, rotations, and concluding certification.