Personal Banker Assoc. I - Central King/Byrne Glendale

Fifth Third Bank•Toledo, OH

3d•Onsite

About The Position

The selected candidate will complete a nine-week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification to demonstrate the skills needed for a role in the Retail Personal Banker job family. The role is a Financial Center position focused on consultative sales: proactively identifying and meeting customers’ and prospects’ financial needs, acquiring new households, and deepening existing relationships. The position also processes teller transactions and serves as part of the platform staff. The Personal Banker is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in customers’ and colleagues’ best interests. The role supports a positive customer experience while achieving individual and team production goals and contributing to year-over-year revenue growth. The position requires travel for training, including travel outside the affiliate for classroom sessions, and scheduling flexibility. The work is performed in a normal office environment and involves 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 used to analyze 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 is required at the time of employment.
Ability to travel within the affiliate for training and outside the affiliate for classroom training, and 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 appropriate 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, such as 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 and team production goals and contribute to revenue growth.
Guide CSRs on the sales and referral process.
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 consumer loan and bankcard processes and manage 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 unnecessary risk or exposure.
Process teller transactions and work as a member of the platform staff.