Personal Banker Associate I - North Monroe

Fifth Third Bank • Monroe, MI

2d • Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program, which includes rotations in operations and Sales & Service and concludes with a certification. The Retail Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ or prospects’ financial needs. The role builds new household relationships and deepens existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves 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 supports a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment with extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions used to analyze 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 sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Nice To Haves

• Experience in the financial industry.

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 arrange periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth.
• Guide CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions and take ownership of customer issues.
• Protect confidential business information and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing procedures as directed.
• Stay current on Retail procedures designed to mitigate fraud and other risks.
• Process teller transactions and work as a member of the platform staff.

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