Personal Banker Associate I

Fifth Third Bank•Tiffin, OH

5d•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 with rotations in operations and Sales & Service. The program concludes with a certification that allows candidates to demonstrate the skills needed for a role in the Retail Personal Banker job family. The Personal Banker I is a Financial Center role focused on using a consultative sales process to identify and meet the financial needs of customers and prospects. The position aims 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 processes teller transactions and works as a member of the platform staff. The role is accountable for managing risk, following policies and procedures, protecting confidential information, and providing a positive customer experience. It works with business partners to provide timely, holistic financial solutions and contributes to individual and team production goals and Financial Center revenue growth.

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 households 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 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 in making sound decisions.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

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 and schedule periodic financial reviews.
Cross-sell to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
Build working relationships with 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.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, and professional demeanor.
Answer customer questions confidently and take ownership of customer issues.
Keep business information confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
Follow 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 Financial Center or Bank Mart opening and closing processes as directed.
Keep current on Retail procedures that mitigate fraud and unnecessary risk or exposure.
Complete the onboarding and education program, including rotations and certification.