Personal Banker Associate II

Fifth Third Bank, N.A. • Pickerington, OH • 2h ago

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

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 provide selected candidates the opportunity to demonstrate skills necessary to successfully 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. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently 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 (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.

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.

This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.

WORKING CONDITIONS:

Normal office environment.

Extending viewing of computer screens.

This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.

Travel outside of the affiliate will be required for various classroom training sessions.

Personal Banker Associate II

LOCATION -- Pickerington, Ohio 43147

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.

Similar Jobs

Personal Banker Associate I

Fifth Third Bank, N.A. • Reynoldsburg, OH • 2h ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended...

2h ago

Go to Apply

Personal Banker Associate I

Fifth Third Bank, N.A. • Columbus, OH • 2h ago

Finance, Accounting & Banking

2h ago

Go to Apply

Risk Management - Business Banking Risk Reporting & Analytics - Vice President

JPMorgan Chase • Columbus, OH • 2h ago

Finance, Accounting & Banking

Join JPMorgan Chase and bring your expertise to our Risk Management and Compliance team. As a pivotal part of our organization, you will help keep JPMorgan Chase strong and resilient. You will play a crucial role in grow...

2h ago

Go to Apply

Senior Lead Digital Product Manager - Core Banking Modernization

Wells Fargo • Columbus, OH • 2h ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Senior Lead Digital Product Manager to join the program team as part of the Core Banking Modernization group within Consumer and Business Deposits. We are seeking a talented indi...

2h ago

Go to Apply

Risk Management - Business Banking Risk Reporting & Analytics - Associate

JPMorgan Chase • Columbus, OH • 2h ago

Finance, Accounting & Banking

2h ago

Go to Apply

Account Executive / Underwriter, Private Non-Profit - Executive Risk/Management Liability

Travelers Insurance Company • Columbus, OH • 7h ago

Finance, Accounting & Banking

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the...

7h ago

Go to Apply

Accountant III - General Ledger

Amentum • Columbus, OH • 7h ago

Finance, Accounting & Banking

Amentum seeks an Accountant III - General Ledger. Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and...

7h ago

Go to Apply

Finance and Strategy Business Manager

Huntington National Bank • Columbus, OH • 12h ago

Finance, Accounting & Banking

Description Summary: The Finance & Strategy Business Manager is a strategic partner and operational leader within the Finance organization, working directly with the Chief Financial Officer (CFO) and the Finance &...

12h ago

Go to Apply

Payroll Clerk

Robert Half • Columbus, OH • 12h ago

Finance, Accounting & Banking

Description We are seeking a detail-oriented and reliable Payroll Clerk to support our payroll department in processing employee wages accurately and on time. The ideal candidate will have strong numerical and organizati...

12h ago

Go to Apply

Vice President of Finance

Edison Welding Institute • Columbus, OH • 13h ago

Finance, Accounting & Banking

Job Details Level Senior Job Location Columbus Office - Columbus, OH Position Type Full Time Education Level 4 Year Degree Travel Percentage Up to 25% Job Shift Day Job Category Finance Role & Essential Functions EWI...

13h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.