Personal Banker II

Fifth Third Bank; Jackson Township (OH); On-site; USD 34,000 - 45,000; Full time

Job summary

Fifth Third Bank is seeking candidates for a Retail Personal Banker II. The role focuses on sales development, relationship building, and promoting a full range of deposits, loans, and fee-based services. An onboarding program with rotations through Operations and Sales & Service accompanies certification on completion.

The position emphasizes consultative selling, risk awareness, and delivering a positive customer experience while supporting cross-selling and referrals within the bank network.

Responsibilities

• Use consultative sales process and Financial Needs Assessment to build customer profile and identify financial needs.
• Maintain knowledge of Retail consumer and small business products/services and recommend solutions.
• Utilize CAMP and Marketing tools to reach out to customers and set appointments for reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Establish relationships with partners (Mortgage, Small Business, Commercial and Investment) to provide holistic financial solutions.
• Meet/exceed customer experience and production goals; contribute to revenue growth.

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.

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 9 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties And 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.
• Promote customer satisfaction with a friendly, helpful demeanor