Personal Banker Associate I - Richwood Rd Financial Center

Fifth Third Bank•Richwood, LA

26d•Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in operations and Sales & Service and a concluding certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, customer outreach, and outside sales. The role also processes teller transactions and works as part of the platform staff. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and promoting positive experiences for customers and colleagues. It builds customer profiles, recommends consumer and small-business products and services, and coordinates referrals to business partners for broader financial solutions. The position also supports consumer loan and bankcard applications through closing and may participate in Financial Center or Bank Mart opening and closing procedures. The role works in a normal office environment, involves extended viewing of computer screens, and requires travel within the affiliate for training, as well as travel outside the affiliate for classroom training. Scheduling flexibility is required for training.

Requirements

College degree or work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities for acquiring new consumer households and small-business customers and/or cross-selling to existing customers.
Ability to demonstrate understanding of advanced mathematical functions used to analyze credit and financial information.
Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
Ability to travel within the affiliate for training and outside the affiliate for classroom training; scheduling flexibility is required.

Nice To Haves

Experience in the financial industry is preferred.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build 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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners 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 friendly, helpful, and professional service.
Answer customer questions confidently and take ownership of customer issues.
Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
Follow established procedures when opening and servicing Retail products.
Participate in the consumer loan and bankcard process, 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.
Keep current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
Process teller transactions and contribute as a member of the platform staff.
Complete the onboarding and education program, including operations and Sales & Service rotations, and the concluding certification.