Personal Banker Associate I - Westgate FC

Fifth Third Bank • Toledo, OH

3d

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a nine-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. The position focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and performs platform duties.

The role is accountable for managing risk, following policies and procedures, maintaining confidentiality and ethical conduct, and delivering a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The work is performed in a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated 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 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 Business Partners and refer customers for timely, holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; 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 processes as directed.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.

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