Personal Banker Associate ll - Blue Ash
Fifth Third Bank, Blue Ash, OH, United States
Personal Banker Associate II – Blue Ash
Selected candidates will transition to a Retail Personal Banker II role after a 4‑to‑8‑week onboarding and education program covering Operations and Sales & Service rotations. The program culminates in a certification that demonstrates the skills required to succeed in this sales position, focused on building relationships and promoting deposits, loans, fee‑based services, and customer retention.
Essential Duties and Responsibilities
Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles 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 the 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 (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) 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&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act confidently 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 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 to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience.
Preferred experience in the financial industry.
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.
Must be able to demonstrate understanding of advanced math functions for the 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 to use good judgment in making sound decisions.
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.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside the affiliate will be required for various classroom training sessions.
Benefits and Compensation Base salary reflects the range for this pay grade across the U.S.; exact compensation will vary based on role, skill set, experience, education, and location. Benefits include comprehensive programs for physical, financial, emotional, and social well‑being. Further details can be found on our careers page.
Location Cincinnati, Ohio 45242
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.
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Essential Duties and Responsibilities
Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles 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 the 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 (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) 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&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act confidently 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 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 to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience.
Preferred experience in the financial industry.
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.
Must be able to demonstrate understanding of advanced math functions for the 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 to use good judgment in making sound decisions.
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.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside the affiliate will be required for various classroom training sessions.
Benefits and Compensation Base salary reflects the range for this pay grade across the U.S.; exact compensation will vary based on role, skill set, experience, education, and location. Benefits include comprehensive programs for physical, financial, emotional, and social well‑being. Further details can be found on our careers page.
Location Cincinnati, Ohio 45242
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