Personal Banker Associate II - Hays Farm (Huntsville, AL)

Fifth Third Bank, N.A.; Huntsville (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Retail Personal Banker II to join its dynamic team. This role focuses on sales development and relationship building, promoting a range of banking products and services to enhance customer satisfaction. Candidates will undergo a comprehensive onboarding program designed to equip them with the necessary skills for success. The ideal candidate will thrive in a consultative sales environment, demonstrating professionalism and a commitment to customer experience. If you are passionate about finance and eager to make a difference in the community, this opportunity is perfect for you.

Qualifications

• Experience in the financial industry preferred.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.

Responsibilities

• Use consultative sales process to build customer profiles.
• Maintain knowledge of Retail consumer and small business products.
• Focus on cross-selling and engage in outside sales activities.

Skills

Sales Development

Customer Relationship Management

Financial Analysis

Consultative Sales Process

Cross-Selling

Education

College Degree

Relevant Work Experience

Tools

CAMP

Job description

Make banking a Fifth Third better

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

GENERAL FUNCTION:

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. There will be a certification at the conclusion of the program to demonstrate skills necessary for a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position focused on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. Responsible for selling a full range of banking products and services to meet the needs of existing and prospective customers, while providing specialized care and service. Utilize and promote the consultative sales and service process, using prescribed tools and collaborating with staff for referral activity.

Responsible and accountable for risk management by openly exchanging ideas, elevating concerns, and adhering to policies and procedures. Always act in the best interest of customers and colleagues, ensuring actions and behaviors foster a positive customer experience. Achieve results within the Bank's risk appetite by identifying, assessing, managing, monitoring, and reporting risks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
3. Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for financial reviews.
4. Focus on cross-selling to existing customers and engage in outside sales activities such as community events and business calls.
5. Establish relationships with Business Partners and refer customers to provide comprehensive financial solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide Customer Service Representatives in sales and referral processes.
8. Promote customer satisfaction with professionalism and friendliness.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and trustworthiness.
11. Follow the Bank's Code of Conduct, ethics, and policies.
12. Participate in loan and bankcard processes from application to closing.
13. Assist with opening/closing of the Financial Center or Bank Mart as directed.
14. Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

1. College degree or relevant work experience.
2. Experience in the financial industry preferred.
3. Ability to develop comfort with sales activities and cross-selling.
4. Understanding of advanced math for credit and financial analysis.
5. Professional appearance and communication skills.
6. Knowledge of Retail policies and sound judgment.
7. S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

1. Standard office environment.
2. Extended viewing of computer screens.
3. Travel within the affiliate for training and scheduling flexibility.
4. Travel outside the affiliate for classroom training.

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Location: Hays Farm (Huntsville, AL)

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other protected characteristic.