Personal Banker Associate I - Greater Columbus Area

Fifth Third Bank • Columbus, OH

1d • Onsite

About The Position

Selected candidates are 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 final certification. The role is based in a financial center and uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership or aisle time and tele-consulting. The position also processes teller transactions and works as part of the platform staff.

The Personal Banker I is responsible for managing risk, following policies and procedures, and supporting positive customer experiences while working within the Bank’s risk appetite. The role builds customer profiles, recommends retail consumer and small-business solutions, develops customer relationships, and works with business partners to provide holistic financial solutions. It also supports sales goals, customer service, consumer lending, and financial-center operations.

The role requires a college degree or transferable work experience, or a combination of education and experience. Financial-industry experience is preferred. Candidates must register under the S.A.F.E. Act through the Nationwide Mortgage Licensing System at the time of employment. The work takes place in a normal office environment, includes extended computer-screen viewing, and requires travel for training and scheduling flexibility.

Requirements

• College degree, 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/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced mathematical functions for analyzing credit and financial information.
• Ability to represent Fifth Third Bank professionally in appearance and verbal and written communication.
• Ability to develop working knowledge of retail policies and procedures and use good judgment to make sound decisions.
• 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.
• Scheduling flexibility.
• Ability to work in a normal office environment and tolerate extended viewing of computer screens.

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 appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers proactively 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 business partners, and refer customers when appropriate.
• Meet or exceed customer-experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide Customer Service Representatives (CSRs) on sales and referrals.
• 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, managing 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 preventing fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program, rotations, and certification.
• Register under the S.A.F.E. Act through the Nationwide Mortgage Licensing System at the time of employment.
• Travel within the affiliate for training and outside the affiliate for classroom training.

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