Personal Banker II - Concord, Ohio

Fifth Third Bank • Concord, NH

1d • 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 for a role in the Retail Personal Banker job family. The Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet current and prospective customers’ needs, provides specialized customer care, and uses the bank’s consultative sales and service process and referral tools.

The role is accountable for managing risk, following policies and procedures, and supporting positive experiences for customers and colleagues. It requires maintaining knowledge of Retail consumer and small business products, developing customer relationships, supporting sales and referrals, and meeting individual and team production goals. The role also participates in consumer loan and bankcard processes and in financial center opening and closing as directed.

The work is in a normal office environment and involves extended viewing of computer screens. Travel within the affiliate for training and outside the affiliate for classroom training is required, along with scheduling flexibility.

Requirements

• A 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 established customers.
• Ability to demonstrate advanced math functions for analyzing 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 (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 build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend solutions using the bank’s value proposition.
• Use CAMP and other approved marketing tools to contact customers proactively and arrange periodic financial reviews.
• Cross-sell to existing customers and take part in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Business Partners and refer customers for timely, holistic financial solutions.
• 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 sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional manner.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Follow policies and procedures, raise concerns, and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits programs designed to support employees’ and families’ 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