Personal Banker II - Landen FC

Fifth Third Bank; Loveland (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

Fifth Third Bank seeks a Retail Personal Banker II to engage customers and drive product sales. Candidates will complete a comprehensive onboarding program encompassing operations and service roles. This position offers a blend of sales and relationship management, aimed at enhancing customer satisfaction and meeting financial needs.

Qualifications

• Experience in financial industry preferred.
• Comfort with sales activities for customers.
• Understanding of advanced math for financial analysis.

Responsibilities

• Use consultative sales process to understand customer profiles.
• Maintain knowledge of consumer and small business products.
• Build relationships for holistic financial solutions.

Skills

Sales

Customer Relationship Management

Risk Management

Financial Analysis

Communication

Education

College degree or 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 to perform successfully within the Retail Personal Banker role. This is a sales position focused on developing sales and building relationships through promoting deposits, loans, fee-based services, and customer retention. Responsibilities include selling a range of banking products to meet customer needs, providing specialized care, and utilizing consultative sales processes.

Responsible for risk management by adhering to policies, elevating concerns, and ensuring actions drive a positive customer experience. Achieves results by identifying, assessing, managing, monitoring, and reporting risks within the bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to understand customer profiles and financial needs.
2. Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
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 such as community events and business calls.
5. Build relationships with Business Partners for holistic financial solutions.
6. Meet or 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 adhere to ethical standards and policies.
11. Participate in loan and bankcard processes, owning sourced loans from application to closing.
12. Assist in opening and 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.
• Financial industry experience preferred.
• Ability to develop comfort with sales activities for new and existing customers.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of retail policies and sound judgment in decision-making.
• S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

• Standard office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility; some travel outside the affiliate for classroom sessions.

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Location: Landen FC, Loveland, Ohio 45140

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants and employees regardless of protected statuses.