Personal Banker Associate I-8 Mile and Livernois/Metro Detroit Forward Hire

Fifth Third Bank • Detroit, MI

5d • Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program with 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 is a Financial Center position that uses a consultative sales process to 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, tele-consulting, and other sales engagement. It also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The stated work environment is a normal office environment, with extended viewing of computer screens.

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 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) 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 suitable 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, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and make referrals 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.
• Promote customer satisfaction through friendly, helpful, professional service; answer questions and take ownership of customer issues.
• Maintain 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, 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 other risks.
• Process teller transactions and perform platform staff duties.

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