Retail Personal Banker Associate II

Fifth Third Bank • Charlotte, NC

11d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, and a certification demonstrating the skills needed for the Retail Personal Banker job family. 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 banking products and services to address the needs of existing and prospective customers, provides specialized customer care, and uses a consultative sales and service process to build relationships and generate referrals. The position also involves managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. Training requires travel within the affiliate and travel outside the affiliate for classroom sessions, as well as scheduling flexibility. The work environment is a normal office environment with extended viewing of computer screens.

Requirements

• College degree, 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 used to analyze credit and financial information.
• Ability to represent Fifth Third Bank professionally in 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.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training.
• Scheduling flexibility.

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 appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers proactively and set appointments for periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and support year-over-year revenue growth as measured by the Financial Center P&L.
• Guide Customer Service Representatives (CSRs) on the sales and referral process.
• Promote customer satisfaction through friendly, helpful, and professional service; answer customer questions and take ownership of customer issues.
• Keep business information confidential 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 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 its concluding certification.

Benefits

• Comprehensive benefits programs designed to support employees and their families across 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