Fifth Third Bank
Retail Personal Banker Associate II
Fifth Third Bank, Raleigh, North Carolina, United States, 27601
Overview
Retail Personal Banker Associate II at Fifth Third Bank. 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. There will be a certification at the conclusion of the program to demonstrate skills necessary to perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. The role utilizes and promotes the consultative sales and service process and involves interacting with staff for referral activity. Responsible for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures. Always strive to do the right thing for customers and colleagues, and ensure actions and behaviors drive a positive customer experience. While operating within the Bank\'s risk appetite, achieve results by identifying, assessing, managing, monitoring, and reporting risks of all types. 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/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 (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, 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. Supervisory Responsibilities
None. Minimum Knowledge, Skills And Abilities Required
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 judgment in making sound decisions. S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) is required. The NMLS website provides MU4R questions and registration requirements for employment in this position. Working Conditions
Normal office environment. Extended viewing of computer screens. Ability to travel within the affiliate for training and scheduling flexibility; travel outside the affiliate may be required for various classroom training sessions. Location and Benefits
Location: Raleigh, North Carolina 27612. The base salary is reflective of the range for all roles within this pay grade across the U.S. Salaries vary based on role, relevant skillset, experience, education and geographic location. Our extensive benefits programs support physical, financial, emotional and social well-being. Details are available on Fifth Third\'s careers page.
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Retail Personal Banker Associate II at Fifth Third Bank. 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. There will be a certification at the conclusion of the program to demonstrate skills necessary to perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. The role utilizes and promotes the consultative sales and service process and involves interacting with staff for referral activity. Responsible for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures. Always strive to do the right thing for customers and colleagues, and ensure actions and behaviors drive a positive customer experience. While operating within the Bank\'s risk appetite, achieve results by identifying, assessing, managing, monitoring, and reporting risks of all types. 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/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 (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, 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. Supervisory Responsibilities
None. Minimum Knowledge, Skills And Abilities Required
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 judgment in making sound decisions. S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) is required. The NMLS website provides MU4R questions and registration requirements for employment in this position. Working Conditions
Normal office environment. Extended viewing of computer screens. Ability to travel within the affiliate for training and scheduling flexibility; travel outside the affiliate may be required for various classroom training sessions. Location and Benefits
Location: Raleigh, North Carolina 27612. The base salary is reflective of the range for all roles within this pay grade across the U.S. Salaries vary based on role, relevant skillset, experience, education and geographic location. Our extensive benefits programs support physical, financial, emotional and social well-being. Details are available on Fifth Third\'s careers page.
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