Personal Banker Associate I - Anderson Burnet

Fifth Third Bank • Austin, TX

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 concluding 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 customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. The position also processes teller transactions and works as part of the platform staff.

The Personal Banker I is accountable for managing risk by following policies and procedures, raising concerns, and supporting a positive customer experience while operating within the Bank’s risk appetite. The role maintains knowledge of retail consumer and small-business products, builds customer profiles, recommends solutions, and works toward individual and team production goals. It collaborates with business partners and guides customer service representatives on sales and referrals.

The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The work is performed in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training, travel outside the affiliate for classroom sessions, and scheduling flexibility.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring consumer households and small-business customers and cross-selling to established customers.
• Ability to demonstrate understanding of advanced math functions used to analyze 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.

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 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, supporting year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to 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 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 the consumer loan and bankcard process and manage 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 intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including rotations and certification.

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