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Personal Banker Assoc. II - Westgate/Dorr Reynolds

Fifth Third Bank

We are recruiting a Retail Personal Banker II who will conduct sales with a primary focus on deposits, loans, fee‑based services, and customer retention. Candidates will complete a 9‑week onboarding program with rotations in Operations and Sales & Service and, upon certification, will join the Retail Personal Banker II role. 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 an in-depth knowledge of Retail consumer and small‑business products and services and recommend appropriate solutions using the bank’s 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 the existing customer base and engaging in outside sales activities such as on‑site presentations, business sales calls, and community financial literacy events. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) and refer customers when appropriate to provide timely, holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&C. Provide guidance to CSRs regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Answer customer questions confidently and own customer issues. Maintain a position of trust and discretion by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and 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 fraud and reduce unnecessary risk or exposure. Supervisory Responsibilities None. Minimum Knowledge, Skills and Abilities College degree or experience providing transferable skills or a combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort with sales activities designed to acquire new consumer and small‑business customers or cross‑sell to existing customers. Ability to understand advanced math functions for analysis of credit and financial information. Professional appearance and verbal/written communication skills to represent Fifth Third Bank. Working knowledge of Retail policies and procedures to use good judgment in decision‑making. Position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extended viewing of computer screens. Program requires ability to travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate required for classroom training sessions. Personal Banker Associate II – Westgate/Dorr Reynolds This role is located in Toledo, Ohio 43606. Compensation and Benefits The base salary reflects the range for all roles within this pay grade across the U.S. Individual salaries vary based on role, relevant skill set, experience, education, and geographic location. Our benefits programs support physical, financial, emotional, and social well‑being for employees and their families. For more information, visit the Fifth Third Careers benefits page or consult your talent acquisition partner. Equal Employment Opportunity 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 Bank

Vacancy posted 3 days ago
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