Personal Banker Associate II

About the role

Selected candidates enter a 9‑week on‑boarding and education program that includes rotations in Operations and Sales & Service, culminating in a certification that demonstrates the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II role is a sales‑focused position centered on sales development and relationship building through the promotion of deposits, loans, fee‑based services and customer retention. You will sell a full range of banking products and services to meet existing and prospective customer needs, provide specialized care, and use the consultative sales and service process with prescribed tools and referral interactions. You are accountable for risk by openly exchanging ideas, elevating concerns, and following policies and procedures, always doing the right thing for customers and colleagues while operating within the Bank’s risk appetite.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Focus primarily on cross‑selling to the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic financial solutions.
• Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

• College degree or work experience providing transferrable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or 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/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
• S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) is required; the NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
• No supervisory responsibilities.

Working conditions

• Normal office environment with extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility is required.
• Travel outside the affiliate will be required for various classroom training sessions.

Benefits

The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S.; individual salaries vary based on role, relevant skillset, experience, education and geographic location. Fifth Third offers extensive benefits programs designed to support physical, financial, emotional and social well‑being. Learn more at 53.com Careers – Benefits or consult your talent acquisition partner.

Location

Stow, Ohio 44224