Personal Banker Associate I

Fifth Third Bank•Worthington, OH

18d•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, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The Personal Banker I is a Financial Center position that uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves as a member of the platform staff. The position is accountable for managing risk, following policies and procedures, and supporting positive customer experiences while achieving results within the Bank’s risk appetite. It requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The position is located in Worthington, Ohio. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, with benefits designed to support employees’ physical, financial, emotional, and social well-being. Individual salary varies based on factors including skills, experience, education, and geographic location; no specific salary amount is provided.

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 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 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 arrange 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 refer customers when appropriate.
Meet or exceed customer experience and individual or team production goals, supporting year-over-year revenue growth measured by Financial Center P&L.
Guide 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.
Maintain confidentiality of business information.
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, owning 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 perform platform staff duties.
Complete the onboarding and education program and its concluding certification.