Personal Banker Associate I

Fifth Third Bank • Chapel Hill, NC

21d • 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 concluding certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships. Activities may include lobby leadership or aisle time, tele-consulting, teller transactions, and serving as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience. It supports customer financial needs with Retail consumer and small business products and services, works with internal business partners, and contributes to individual and team production goals and Financial Center revenue growth.

The position operates in a normal office environment, involves extended viewing of computer screens, and requires flexibility and travel for training, including 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 to acquire new consumer household and small business customers and/or cross-sell to existing 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 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 business partners and make referrals when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions and take ownership of customer issues.
• Keep business information confidential 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, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete required onboarding, education, and certification, including rotations in Operations and Sales & Service.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs intended 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