Retail Personal Banker II

Fifth Third Bank • Amherst, OH

16d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a nine-week onboarding and education program that includes rotations in Operations and Sales & Service. A certification at the conclusion of the program allows candidates to demonstrate the skills needed to perform a role within the Retail Personal Banker job family.

The Retail Personal Banker II is a sales position focused on sales development and relationship building through promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs while providing specialized care and service. The banker uses the consultative sales and service process, approved tools, and staff referral activity to serve customers.

The role is accountable for managing risk, following policies and procedures, and supporting positive customer experiences. It works toward individual and team production goals and revenue growth while operating within the Bank’s risk appetite.

The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment and involves extended viewing of computer screens. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Requirements

• 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 existing 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 at the time of employment.
• Ability to travel within and outside the affiliate for training and to maintain scheduling flexibility.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 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 assigned 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, 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 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, maintaining ethical behavior.
• 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 to mitigate fraud and unnecessary risk or exposure.
• Openly exchange ideas and opinions, elevate concerns, and follow risk-related policies and procedures.

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: Mid Level
• Education Level: No Education Listed