Personal Banker Associate II

Retail Personal Banker II Selected candidates are intended to become a Retail Personal Banker II after completing a 4‑8 week on‑boarding and education program that includes rotations in Operations and Sales & Service. The role is a sales position with a primary focus on sales development and relationship building through promotion of deposits, loans, fee‑based services and customer retention. General Function Responsible for selling a full range of banking products and services to meet existing and prospective customer needs, providing specialized care and service, and promoting the consultative sales and service process. Essential Duties and Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain 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 focus on cross‑selling to existing customers and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) and refer customers when appropriate for holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals, enhancing year‑over‑year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence, answer customer questions, and own customer issues. Maintain confidentiality and uphold trust as a responsible professional. Follow the Bancorp Code of Business Conduct and Ethics and other related policies. Adhere to established policies and procedures while opening and 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 that mitigate fraudulent activity and unnecessary risk or exposure. Qualifications College degree or equivalent work experience providing transferable skills. Experience in the financial industry preferred. Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers. Ability to demonstrate understanding of advanced mathematical functions for analysis of credit and financial information. Professional appearance and strong verbal and written communication skills. Working knowledge of Retail policies and procedures to enable sound judgment. Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Registration through mortgage.nationwidelicensingsystem.org is required. Working Conditions Normal office environment with extended computer screen viewing. Training requires travel within the affiliate for classroom sessions; travel outside the affiliate may be required for additional training opportunities. Location Reynoldsburg, Ohio 43068 Equal Employment Opportunity Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. #J-18808-Ljbffr Fifth Third