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. As a Financial Center position, the role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, deepen existing relationships, and process teller transactions while serving as part of the platform staff. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work takes place in a normal office environment and involves 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 aimed at acquiring new consumer household and small business customers and cross-selling 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 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 schedule 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 assigned 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 measured by the Financial Center P&L.
  • Guide CSRs on the sales and referral process.
  • Promote customer satisfaction through a helpful, professional demeanor; answer customer 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 processes as directed.
  • Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
  • Complete the onboarding, education, and certification program, including required rotations and training.

Benefits

  • Comprehensive benefits programs intended to support employees’ and their families’ physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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