Personal Banker Associate I- Jackson-Zeeb

Fifth Third Bank•Jackson, MI

About The Position

Selected candidates complete a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification 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 focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, 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 a positive customer experience. It works within the Bank’s risk appetite to identify, assess, manage, monitor, and report risks. The position has no supervisory responsibilities. The work is performed in a normal office environment and includes extended viewing of computer screens. Travel within the affiliate for training and scheduling flexibility are required; travel outside the affiliate is also required for some classroom training sessions. The position is located in Ann Arbor, Michigan.

Requirements

College degree, work experience that provides 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 existing 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 good judgment in making sound decisions.
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 in-depth 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 set appointments for 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 Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
Guide CSRs on sales and referrals.
Promote customer satisfaction through a friendly, helpful, professional demeanor; answer 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 consumer loan and bankcard processes, owning 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 for mitigating fraud and unnecessary risk or exposure.
Complete the 4–8 week onboarding and education program and its concluding certification.

Benefits

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

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