Retail Personal Banker Associate II- Huntersville and Surroudning Areas

Fifth Third Bank • Huntersville, NC

8d • Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The position is intended to lead to a Retail Personal Banker II role focused 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 existing and prospective customers, provides specialized customer care, and uses a consultative sales and service process to identify needs and generate referrals. The position also carries responsibility for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. The role is based in a normal office environment and requires travel for training, including travel within the affiliate and to classroom training outside the affiliate.

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 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 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 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, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and 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 and manage 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.
• Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite.
• Travel within the affiliate for training and travel outside the affiliate for classroom training.

Benefits

• Comprehensive benefits designed to support employees' and their 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