Personal Banker Associate I - Anaheim
About The Position
The Personal Banker Associate I is intended to progress to 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. In this Financial Center role, the employee 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 platform work. The role is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. It includes developing customer profiles, recommending Retail consumer and small-business products and services, arranging financial reviews, conducting directed outside sales activities, and coordinating with Business Partners. The employee is expected to meet customer-experience and production goals, support CSRs with sales and referrals, and participate in consumer loan and bankcard processes as well as Financial Center or Bank Mart opening and closing when directed. The position is based in a normal office environment, involves extended viewing of computer screens, and requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training.
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 in 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.
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, including onsite presentations, business sales calls, and community financial-literacy events.
- Build working relationships with assigned Business Partners and make referrals when appropriate.
- Meet or exceed customer-experience and individual and team production goals, supporting year-over-year revenue growth.
- Guide CSRs on sales and referral processes.
- Promote customer satisfaction, answer questions, and take ownership of customer issues.
- Protect confidential business information and comply with 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 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 other risks.
- Complete the onboarding and education program and its concluding certification.
Benefits
- Comprehensive benefits programs intended to support employees’ and their families’ physical, financial, emotional, and social well-being.
- Differentiated compensation offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
