Personal Banker II - Richmond, KY Financial Center

Personal Banker II - Richmond, KY Financial Center

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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 demonstrate the 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.

The role involves selling a full range of banking products and services to meet existing and prospective customers’ needs while providing specialized care and service. It also utilizes and promotes the consultative sales and service process, using prescribed tools and interacting with staff for referral activity. Candidates are responsible for risk management by openly exchanging ideas and concerns, following policies and procedures, and ensuring actions and behaviors drive a positive customer experience while operating within the Bank’s risk appetite.

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 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 such as Membership Advantage 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 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 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.

Supervisory Responsibilities
:
None.

Minimum Knowledge,

Skills And Abilities

Required

• 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.
• Must be able to demonstrate understanding of advanced math functions that facilitate 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 decision‑making.
• Thi…