Personal Banker II: Banking Sales & Solutions

Fifth Third; Fairfield (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Fifth Third Bank in Fairfield, Ohio is seeking an energetic Personal Banker Associate II in a structured onboarding program. After 4–8 weeks of training with rotations in Operations and Sales & Service, you will advance into a Retail Personal Banker II role focusing on deposits, loans, and fee-based services with customers.

You will leverage consultative selling, cross-selling, and relationship building to drive revenue while maintaining strong risk controls and professional customer

Qualifications

• College degree or work experience providing transferrable skills or 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.
• 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.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

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.
• 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) and refer customers for holistic solutions.
• Consistently meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Maintain a position of trust by keeping business confidential and following policies.
• Participate in consumer loan and bankcard processes and in opening/closing processes of the Financial Center or Bank Mart.

Skills

Sales experience

Customer service

Communication

Analytical skills

Education

College degree or work experience

Job description

Fifth Third Bank in Fairfield, Ohio is seeking an energetic Personal Banker Associate II in a structured onboarding program. After 4–8 weeks of training with rotations in Operations and Sales & Service, you will advance into a Retail Personal Banker II role focusing on deposits, loans, and fee-based services with customers.

You will leverage consultative selling, cross-selling, and relationship building to drive revenue while maintaining strong risk controls and professional customer