Personal Banker Associate II

1 month ago


Oxford, United States Fifth Third Full time
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.

#LI-KF1

Personal Banker Associate II - Oxford

LOCATIONOxford, Ohio 45056

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.

  • Oxford, Mississippi, United States Trustmark Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Relationship Banker II to join our team at Trustmark. As a key member of our sales and service team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing tailored solutions to meet those needs.Key...

  • Personal Banker

    1 month ago


    Oxford, United States Hometown Bank Full time

    false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 Primary Accountabilities / Responsibilities: Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers. Personal Banker Skills: Active participation in individual, team, and Bank goals as...

  • Relationship Banker

    4 days ago


    Oxford, Ohio, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...

  • Relationship Banker

    20 hours ago


    Oxford, Ohio, United States Bank of America Full time

    Job SummaryWe are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage clients in the...


  • Oxford, United States Origin Bank Full time

    Origin Bank is seeking a Relationship Banker to join our team at our Oxford Banking Center in Oxford, MS!Job Description:Summary Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences...


  • Oxford, United States tapwage Full time

    Job Overview:A hospital Pharmacy Technician II is a healthcare professional who plays an integral role in the pharmacy operations. Under the direct supervision of a registered pharmacist, the pharmacy technician assists the pharmacist in the distribution of medications to patients in the hospital (inpatient and outpatient units, emergency room, and operating...


  • Oxford, United States Terracon Full time

    Job DescriptionGeneral Responsibilities: Perform field and/or laboratory testing, observation, and inspection of construction materials (e.g. soils, aggregates, concrete, asphalt, and steel). Communicate with project manager, engineering technicians, client representative, contractor's representative and others as applicable regarding the construction site,...

  • Lead CSR/Teller

    1 month ago


    Oxford, United States Fifth Third Full time

    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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...

  • Sous Chef II

    3 days ago


    Oxford, Georgia, United States Compass Group Careers Full time

    Job SummaryWe are seeking a highly skilled Sous Chef II to join our team at Compass Group Careers. As a key member of our culinary team, you will be responsible for assisting with the overall success of our food program and overseeing culinary functions.Key ResponsibilitiesAssist in coordinating and participating in the preparation and cooking of various...


  • Oxford, United States FedEx Full time

    Store Manager I or IIPosition Overview:As a Store Manager I or II, you will have the chance to cultivate leadership skills while overseeing the daily operations at a retail location of lower complexity. This role offers the opportunity to drive performance, gain insights into business management, and build effective teams. Store Managers are also expected to...

  • Painter II

    2 weeks ago


    Oxford, United States University of Mississippi Full time

    This Position is for a Painter II with a public university work location in University, MS. Definition of Class This position serves as assistant to the paint shop foreman, and is responsible for completing various campus paint jobs as required or assigned. This position assumes the duties and responsibilities of the supervisor in the absence of the...


  • Oxford, United States Clay Lacy Aviation Full time

    Job DetailsJob Location KOXC - Oxford, CT Salary Range $19.00 - $25.00 Hourly Job Shift Any Job Category Customer Service DescriptionJoin us as we expand our Northeast presence There's never been a better time to join our Oxford-based team. As part of our expansion plan to service the Northeastern region, our full-service FBO will open in Q2 2024 and greatly...


  • Oxford, Georgia, United States Emory HealthcareEmory University Full time

    Job SummaryThe Maintenance Mechanic II is responsible for maintaining the safe operation and maintenance of building facilities, electrical, and mechanical systems and plumbing. This role requires a high level of technical expertise and attention to detail to ensure the smooth operation of our facilities.Key ResponsibilitiesReads and interprets blueprints,...


  • Oxford, United States Pro QC International North America Full time

    Responsibilities: Conducts quality control inspections of in-process and pre-shipment products at local facilities. Inspection duties include, but are not limited to: visual (workmanship) evaluation, functional testing as applicable (measurements, assembly, etc.), packaging & labeling verification, etc. Provides timely, detailed reports and photographic...


  • Oxford, United States Pro QC International North America Full time

    Job DescriptionJob DescriptionResponsibilities:Conducts quality control inspections of in-process and pre-shipment products at local facilities.Inspection duties include, but are not limited to: visual (workmanship) evaluation, functional testing as applicable (measurements, assembly, etc.), packaging & labeling verification, etc.Provides timely, detailed...

  • EXECUTIVE CHEF II

    1 month ago


    Oxford, United States Compass Group Careers Full time

    Job DescriptionJob DescriptionAt over 300 college & universities around the country, Chartwells Higher Education is re-inventing the on-campus dining experience. We are challenging the norm and setting new standards by investing in high-tech, food-infused social spaces that bring people together to promote meaningful relationships and interactions. We are...

  • EXECUTIVE CHEF II

    1 month ago


    Oxford, United States Compass Group Careers Full time

    Job DescriptionJob DescriptionAt over 300 college & universities around the country, Chartwells Higher Education is re-inventing the on-campus dining experience. We are challenging the norm and setting new standards by investing in high-tech, food-infused social spaces that bring people together to promote meaningful relationships and interactions. We are...


  • Oxford, Pennsylvania, United States Aveanna Healthcare LLC Full time

    Position Overview: The Certified Nursing Assistant plays a vital role in delivering personal medical support and assisting with daily living tasks that enhance the quality of life for our patients. This position ensures that individuals can remain in their homes or facilities while upholding confidentiality and maintaining professional boundaries at all...


  • Oxford, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Oxford, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...