Personal Banker II - Bilingual

Personal Banker II - Bilingual Spanish Preferred General Function

Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week onboarding and education program that includes rotations in Operations and Sales & Service. The program culminates in a certification, providing selected candidates the opportunity to demonstrate the 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 customer retention.

Responsibilities include selling a full range of banking products and services to meet existing and prospective customer needs, while providing specialized care and service to bank customers. Candidates will use and promote the consultative sales and service process, prescribed tools, and inter‑staff referral activity.

• 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.
• Focus on cross‑selling to the existing customer base and engage in outside sales activities (e.g., 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, 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 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 bank card 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.

None.

• College degree or work experience providing transferable skills or a 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.
• Ability 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 written or verbal 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 website provides the MU4R questions and registration required for employment in this position.

• Normal office environment.
• Extended viewing of computer screens.
• The program requires the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel…