Retail Personal Banker Associate II- Huntersville and Surroudning Areas

Fifth Third Bank • Huntersville, NC

7d • 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 that includes rotations in Operations and Sales & Service. Candidates complete a certification at the conclusion of the program to demonstrate the skills needed to perform in the Retail Personal Banker job family.

The Retail Personal Banker II is a sales position 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 meet customer needs while providing specialized care and service. The banker uses a consultative sales and service process, collaborates with staff on referrals, and manages risk by following policies, raising concerns, and acting in customers’ and colleagues’ best interests.

The position is based in a normal office environment and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. It also involves extended viewing of computer screens. The location listed is Huntersville, North Carolina.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities intended 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 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 (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 in-depth 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 schedule periodic financial reviews.
• Focus primarily on cross-selling to existing customers and participate in directed outside sales activities, such as 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 when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through friendly, helpful, 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 the consumer loan and bankcard process, 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 4–8 week onboarding and education program, including Operations and Sales & Service rotations, and complete the concluding certification.

Benefits

• Comprehensive benefits programs intended 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