Personal Banker Associate I- Maple M5

Fifth Third Bank•Wixom, MI

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. Candidates complete a certification at the end of the program 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 acquires new households and deepens existing relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as a member of the platform staff. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting positive customer experiences while achieving business results. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment with extended viewing of computer screens.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities designed 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 professionally represent Fifth Third Bank 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.
Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Develop working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment and refer customers when appropriate.
Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer questions and take ownership of customer issues.
Maintain customer and business confidentiality 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 the consumer loan and bankcard process and own 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.
Complete the onboarding and education program and certification, including operations and Sales & Service rotations.
Process teller transactions and perform platform staff duties.

Benefits

Comprehensive benefits designed to support employees’ and their families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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