Personal Banker Associate I

Fifth Third Bank • Chino Hills, CA

1d • $43,680 - $69,900 • Onsite

About The Position

The Personal Banker Associate I role is a Financial Center position. Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by certification to demonstrate the skills needed for a role in the Retail Personal Banker job family. The Personal Banker I uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing relationships through activities such as lobby leadership or aisle time and tele-consulting. The role also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk by exchanging ideas and opinions, raising concerns, and following policies and procedures. It is expected to act in customers’ and colleagues’ best interests and deliver 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 some classroom training, and scheduling flexibility. The work environment is a normal office environment and involves extended viewing of computer screens. The stated annual base pay range is $43,680–$69,900; individual pay depends on factors including skills, experience, education, and geographic location. Fifth Third describes its total rewards as including comprehensive benefits and compensation offerings, with programs intended to support employees’ physical, financial, emotional, and social well-being.

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 sound judgment in decision-making.
• 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 suitable solutions using the Bank’s value proposition.
• Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, such as onsite Membership Advantage presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, and make referrals when appropriate.
• Meet or exceed customer experience and individual or 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 friendly, helpful, and professional demeanor; answer questions confidently and take ownership of customer issues.
• Maintain customer and business 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 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 work as a member of the platform staff.
• Complete the onboarding and education program and its concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training as required.

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