Retail Personal Banker II

Fifth Third Bank • Amherst, OH

13d

About The Position

The selected candidate will complete a nine-week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed to perform in the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on developing sales and customer relationships through the promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet the needs of existing and prospective customers and provides specialized customer care.

The banker uses a consultative sales and service process, approved tools, and staff referrals to identify customer needs and recommend appropriate solutions. The role is accountable for managing risk, following bank policies and procedures, protecting confidential information, and taking actions that support a positive customer experience. The position requires travel for training, including travel outside the affiliate for classroom sessions, and scheduling flexibility.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities designed to acquire consumer household and small business customers and cross-sell to existing 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.

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 and schedule periodic financial reviews.
• Cross-sell 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 assigned Mortgage, Small Business, Commercial, and Investment partners 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 the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Participate in the nine-week onboarding and education program and complete the concluding certification.
• Travel within the affiliate and outside the affiliate for training, and maintain scheduling flexibility.

Benefits

• Comprehensive benefits designed to support employees and their families in 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