Personal Banker Assoc. I - Central King/Byrne Glendale

Fifth Third Bank • King, NC

6d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program that includes rotations in Operations and Sales & Service. A certification at the conclusion of the program allows candidates to demonstrate the skills necessary to perform a role within the Retail Personal Banker job family.

The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It works toward customer experience and production goals while operating within the Bank’s risk appetite.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions and take ownership of customer issues.
• Keep business information confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing procedures as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud and other risks.
• Complete the nine-week onboarding and education program and the associated certification.
• Travel within the affiliate for training, travel outside the affiliate for classroom training, and maintain scheduling flexibility.

Benefits

• Comprehensive benefits supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed