Retail Personal Banker Associate II - Pooler

Fifth Third Bank • Pooler, GA

3d • Onsite

About The Position

Selected candidates are intended to become Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a concluding certification. The Retail Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells a full range of banking products and services to existing and prospective customers while providing specialized care and service. It uses the bank’s consultative sales and service process, approved tools, and staff referral activity.

The position is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It is based in a normal office environment and requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training.

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/or cross-sell to established 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 (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 contact customers and arrange periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including 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 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, professional demeanor; 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and demonstrate required skills in the concluding certification.

Benefits

• Comprehensive benefits supporting employees’ and 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