Retail Personal Banker Associate II - Asheville, NC and Surrounding Areas

Fifth Third Bank; Asheville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading bank seeks dedicated individuals for the Retail Personal Banker II position in Asheville, NC. The role emphasizes developing customer relationships through consultative selling of banking products. Candidates should possess a college degree or relevant experience, coupled with strong sales and customer service skills.

Qualifications

• Ability to develop comfort with sales activities.
• Understanding of advanced math functions for credit and financial analysis.
• Professional appearance and communication skills.

Responsibilities

• Use consultative sales process to build customer profiles and identify financial needs.
• Maintain knowledge of retail products/services and recommend suitable solutions.
• Focus on cross-selling and participate in loan and bankcard processes.

Skills

Sales development

Relationship building

Customer service

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 end of the program to demonstrate the 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. Responsibilities include selling a full range of banking products and services to meet customer needs, providing specialized care, and utilizing consultative sales processes.

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

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• College degree or relevant work experience.
• Financial industry experience 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 sound judgment.
• S.A.F.E. Act registration via NMLS is required at employment.

WORKING CONDITIONS:

• Standard office environment.
• Extended computer screen viewing.
• Ability to travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for training sessions.

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Location: Asheville, NC 28803

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