Personal Banker Associate I - Sylvania FC

Fifth Third Bank•Sylvania, OH

4d•Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program that includes rotations in operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills needed to perform a role in the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. It 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. It is expected to deliver a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Demonstrated 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 in 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 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 set appointments for 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 for holistic financial solutions.
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 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, maintaining ethical behavior.
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.
Process teller transactions and work as a member of the platform staff.