Personal Banker Associate I- Stadium ( Ann Arbor)

Fifth Third Bank • Ann Arbor, MI

5d • 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 certification demonstrating the skills needed for the role. This Financial Center position 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 activities such as lobby leadership, tele-consulting, and outside sales. The role also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests. It is responsible for delivering a positive customer experience while achieving results within the Bank’s risk appetite.

The position is based in Ann Arbor, Michigan. The work environment is a normal office environment, and the training program requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for classroom training.

Requirements

• College degree or 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 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 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 develop 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 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 Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, supporting year-over-year revenue growth as 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.
• 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.
• Complete the 4–8 week onboarding and education program, rotations, and certification.
• Process teller transactions and work as a member of platform staff.
• Travel within and outside the affiliate for training as required.

Benefits

• Comprehensive benefits supporting 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