Personal Banker Associate I- FH- Canton

Fifth Third Bank • Canton, MI

1d • Onsite

About The Position

The Personal Banker Associate I role is designed to prepare selected candidates to become a Retail Personal Banker I after a 4–8 week onboarding and education program, with rotations in operations and Sales & Service and a certification at the program’s conclusion. As a Financial Center position, the role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. The position also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, maintaining customer and business confidentiality, and supporting a positive customer experience. It works with business partners to provide holistic financial solutions and is expected to meet customer experience and individual and team production goals. Training requires travel within the affiliate and outside the affiliate for classroom sessions, as well as scheduling flexibility.

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 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.

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 set appointments for 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 Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer questions and take ownership of customer issues.
• Maintain confidentiality 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 the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Travel within the affiliate for training and outside the affiliate for classroom training sessions.

Benefits

• Comprehensive benefits designed to support employees and their 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