Personal Banker Associate I - Eastbrook

Fifth Third Bank • Grand Rapids, MI

21d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program, including rotations in operations and Sales & Service. A certification at the conclusion of the program allows candidates to demonstrate skills needed to perform in the Retail Personal Banker job family.

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

The role is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests while supporting a positive customer experience. The position is based in a normal office environment and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and 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 mathematical 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 is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain in-depth 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, referring customers as appropriate.
• Meet or exceed customer experience and individual and team production goals and support year-over-year revenue growth as measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the nine-week onboarding and education program and its concluding certification.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits designed to support 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