Personal Banker Associate I - Jolly/Cedar

Fifth Third Bank • Lansing, MI

24d • Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program, including rotations in operations and Sales & Service, and a certification demonstrating the skills needed for the Retail Personal Banker job family. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The position focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves as a member of the platform staff.

The role is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests to support a positive customer experience. It requires developing customer profiles, recommending appropriate consumer and small business products and services, generating referrals, and meeting customer experience and production goals. The position also participates in consumer loan and bankcard processes and may help with Financial Center or Bank Mart opening and closing procedures.

The work takes place in a normal office environment and involves extended viewing of computer screens. The onboarding program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training sessions.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling 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.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions; scheduling flexibility is required.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 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 refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer questions and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and other applicable policies.
• Follow 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 other unnecessary risk or exposure.
• Complete the nine-week onboarding and education program, rotations, and concluding certification.

Benefits

• Comprehensive benefits designed to support 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