Personal Banker Associate I - Dayton Southwest Region

Fifth Third Bank • Franklin, OH

5d • Onsite

About The Position

This Financial Center role is intended to prepare selected candidates to become a Retail Personal Banker I after a 4–8 week onboarding and education program, including rotations in operations and Sales & Service and a certification at the conclusion of the program. The Personal Banker I uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships. The role combines customer outreach and relationship development with teller transactions and platform responsibilities.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and contributing to a positive customer experience. Employees are expected to consistently identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.

The role is based in Franklin, Ohio, in a normal office environment. Training requires travel within the affiliate and outside the affiliate for classroom sessions, as well as scheduling flexibility. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, but specific benefits and salary figures are not provided in the posting.

Requirements

• College degree or 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 through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment to make 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.

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 relationships with assigned Business Partners and refer customers for holistic financial solutions when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
• Guide CSRs on sales and referral processes.
• Provide friendly, professional service; 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, owning sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Complete the onboarding and education program, including rotations and the concluding certification.

Benefits

• Comprehensive benefits programs 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