Retail Personal Banker II: Growth & Relationship Expert

Fifth Third Bank; Grandview (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Fifth Third Bank in Columbus, OH seeks a Personal Banker Associate II to develop new relationships and deepen current client profiles. The program includes rotations in operations and sales, culminating in a certification for the Retail Personal Banker II role.

The position emphasizes deposits, loans, fee-based services, and customer retention. The ideal candidate will have a college degree or transferable experience, solid communication skills, and a willingness to engage in cross-selling with

Qualifications

• College degree or work experience with transferrable skills in customer-facing roles.
• Experience in financial services preferred.
• Ability to analyze financial needs and recommend solutions.
• Strong verbal and written communication.

Responsibilities

• Use 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.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Sales ability

Customer service

Communication

Financial needs assessment

Education

College degree or work experience

Job description

Fifth Third Bank in Columbus, OH seeks a Personal Banker Associate II to develop new relationships and deepen current client profiles. The program includes rotations in operations and sales, culminating in a certification for the Retail Personal Banker II role.

The position emphasizes deposits, loans, fee-based services, and customer retention. The ideal candidate will have a college degree or transferable experience, solid communication skills, and a willingness to engage in cross-selling with