Retail Personal Banker Associate II - Durham and Surrounding Areas

Fifth Third Bank; Durham (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading bank seeks a Retail Personal Banker II to enhance customer relationships and drive sales. The position requires engaging in consultative sales, managing loans, and fulfilling financial needs for both retail consumers and small businesses. Candidates will participate in an onboarding program, focusing on cross-selling and maintaining strong customer satisfaction. This role offers growth opportunities within the bank and requires a college degree or equivalent experience.

Qualifications

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

Responsibilities

• Use consultative sales to build customer profiles and identify financial needs.
• Focus on cross-selling to existing customers and engaging in outside sales activities.
• Meet or exceed customer experience and sales goals.

Skills

Sales

Customer Service

Financial Analysis

Education

College degree

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 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 and services, providing specialized care and service, 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 consultative sales 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 appropriate solutions.
3. Utilize approved marketing tools to proactively reach out to customers and schedule financial reviews.
4. Focus on cross-selling to existing customers and engaging in 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 Customer Service Representatives in sales and referral processes.
8. Promote customer satisfaction with professionalism and helpfulness.
9. Own customer issues and answer questions confidently.
10. Maintain confidentiality and adhere to ethical standards and policies.
11. Participate in loan and bankcard processes, managing sourced loans from application to closing.
12. Assist with 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.
• Financial industry experience preferred.
• Ability to develop comfort with sales activities and cross-selling.
• 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:

• Normal 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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Retail Personal Banker Associate II - Durham and Surrounding Areas

LOCATION -- Durham, North Carolina 27707

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 legally protected status.