Retail Personal Banker II: Growth & Solutions

Fifth Third Bank; Kenwood (OH); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Fifth Third Bank Cincinnati is seeking candidates for the Retail Personal Banker II career track, following a 4-8 week onboarding with rotations in Operations and Sales & Service. The program includes a certification to demonstrate skills for the Retail Personal Banker job family.

The role centers on selling a full range of banking products, building customer relationships, and promoting deposits, loans, and fee-based services while maintaining strong customer service and risk controls.

Qualifications

• College degree or work experience providing transferrable skills or combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgement in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsabilités

• Use the 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 using our value proposition.
• 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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• 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.
• 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.

Connaissances

College degree

Sales experience

Financial industry experience

Math skills

Communication

NMLS/SAFE Act registration

Formation

College degree or work experience

Description du poste

Fifth Third Bank Cincinnati is seeking candidates for the Retail Personal Banker II career track, following a 4-8 week onboarding with rotations in Operations and Sales & Service. The program includes a certification to demonstrate skills for the Retail Personal Banker job family.

The role centers on selling a full range of banking products, building customer relationships, and promoting deposits, loans, and fee-based services while maintaining strong customer service and risk controls.