Personal Banker II - Harpers Point Bank Mart

Fifth Third Bank, N.A.; Cincinnati (OH); On-site; USD 35,000 - 60,000; Full time

Job summary

Join a forward-thinking company as a Retail Personal Banker II and embark on a rewarding career in banking. This role offers a unique opportunity to engage with customers through a consultative sales approach, focusing on building lasting relationships and promoting a range of banking products. You'll be part of a comprehensive onboarding program that equips you with the skills necessary for success. If you thrive in a dynamic environment where customer satisfaction is paramount, this position is perfect for you. Embrace the chance to grow professionally while making a positive impact on customers' financial journeys.

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.

Responsibilities

• Use consultative sales process to build customer profiles.
• Maintain knowledge of Retail products/services and recommend solutions.
• Meet customer experience and sales goals to contribute to revenue growth.

Skills

Sales Development

Customer Relationship Management

Financial Needs Assessment

Cross-Selling

Communication Skills

Education

College Degree

Relevant Work Experience

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 the Retail Personal Banker role. This role focuses on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. Responsibilities include selling a full range of banking products and services, providing specialized care, and utilizing a consultative sales process.

The role also involves risk management, ensuring actions and behaviors drive a positive customer experience while adhering to policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend solutions using our value proposition.
3. Utilize marketing tools to proactively reach out to customers and set appointments for financial reviews.
4. Focus on cross-selling to existing customers and engaging in outside sales activities.
5. Establish relationships with Business Partners and refer customers for holistic 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 a helpful demeanor.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and follow ethical standards.
11. Participate in loan and bankcard processes, owning sourced loans from application to closing.
12. Participate in opening/closing the Financial Center or Bank Mart as directed.
13. Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• College degree or relevant work experience.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math functions for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and procedures for sound decision-making.
• Must obtain S.A.F.E. Act registration through NMLS at employment.

WORKING CONDITIONS:

• Standard office environment.
• Prolonged viewing of computer screens.
• Travel within the affiliate for training and flexibility in scheduling.
• Travel outside the affiliate for training sessions.

#LI-KF1

Location: Harpers Point Bank Mart, Cincinnati, Ohio 45249

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 or veteran status, or any other protected class.