Personal Banker Associate I

Fifth Third Bank • Elkhart, IN

1d • Onsite

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. The role is based in a financial center and uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through lobby leadership or aisle time, tele-consulting, and other activities. The position also processes teller transactions and serves as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting customer and business confidentiality, and supporting a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed 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 to acquire new consumer household and small business customers and/or cross-sell to existing 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 in making 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 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 appropriate solutions.
• Use CAMP and other approved marketing tools to proactively 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 Business Partners and refer customers as appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual or team production goals, contributing to year-over-year revenue growth measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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 the opening and closing of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, rotations, and concluding certification.
• Travel within the affiliate and outside the affiliate for training, with scheduling flexibility.

Benefits

• Comprehensive benefits programs supporting 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