Personal Banker II

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an 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.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/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.
• Provide specialized care and service to existing and prospective bank customers.
• Utilize the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
• Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience.
• Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements

• College degree or work experience providing transferrable skills or combination of education and experience.
• 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.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order 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).

Qualifications

• Minimum of 1-2 years of retail banking experience.
• Experience in the financial industry preferred.
• Knowledge of retail consumer and small business products/services.
• Ability to maintain an in-depth knowledge of Retail consumer and small business products/services.
• Ability to develop a working knowledge of Retail policies and procedures.

Skills

• Consultative sales and service process.
• Financial Needs Assessment.
• CAMP and other approved Marketing tools.
• Advanced math functions.
• Customer service and relationship building.
• Financial product knowledge.
• Communication and professional appearance.
• Retail policies and procedures.

Benefits

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html.

Pay

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Schedule

This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.