Retail Personal Banker II – Growth & Training Path

Fifth Third Bank, N.A.; Akron (OH); Presencial; USD 42.000 - 60.000; Jornada completa

Descripción de la vacante

Fifth Third Bank, N.A. in Akron, OH is seeking a Retail Personal Banker II-in-training.

The role will begin with a 9-week onboarding and rotations in Operations and Sales & Service to certify readiness for the Retail Personal Banker job family. The position emphasizes consultative sales, relationship building, and cross-selling a full range of banking products while maintaining risk and delivering exceptional customer service.

Formación

• 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 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.
• 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.

Responsabilidades

• Build customer profiles and identify current and future financial needs using consultative sales.
• Promote deposits, loans, and fee-based services through tailored recommendations.
• Set appointments for periodic financial reviews using approved tools.
• Cross-sell to existing customers and participate in outside sales activities.
• Refer customers to Mortgage, Small Business, Commercial and Investment partners for holistic solutions.
• Meet or exceed customer experience and production goals while ensuring risk controls and confidentiality.

Conocimientos

Sales experience

Communication skills

Math skills

Customer service

Educación

College degree or work experience

Descripción del empleo

Fifth Third Bank, N.A. in Akron, OH is seeking a Retail Personal Banker II-in-training.

The role will begin with a 9-week onboarding and rotations in Operations and Sales & Service to certify readiness for the Retail Personal Banker job family. The position emphasizes consultative sales, relationship building, and cross-selling a full range of banking products while maintaining risk and delivering exceptional customer service.