Personal Banker Associate I - Eastbrook

Fifth Third Bank • Grand Rapids, MI

20d • Onsite

About The Position

Fifth Third Bank is hiring a Personal Banker Associate I who is intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program. The program includes rotations in operations and Sales & Service, followed by a certification intended to demonstrate the skills needed for 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 identify and meet customers’ and prospects’ financial needs. The role works to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It also includes processing teller transactions and serving as a member of the platform staff. The employee is accountable for managing and reporting risks, following policies and procedures, and supporting positive customer experiences while operating within the Bank’s risk appetite.

The position is located in Grand Rapids, Michigan. It requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens. Supervisory responsibilities: none.

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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training.
• Scheduling flexibility.

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 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 outside sales activities as directed, 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, 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 questions and take ownership of customer issues.
• Protect confidential business information 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 the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing 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.

Benefits

• Comprehensive benefits programs 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