Personal Banker Associate I

Fifth Third Bank • Worthington, OH

1d • Onsite

About The Position

The Personal Banker Associate I is an entry point to the Retail Personal Banker I role. Selected candidates complete a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family.

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 relationships through activities such as lobby leadership or aisle time, tele-consulting, customer outreach, appointments, referrals, and outside sales. The position also processes teller transactions and serves as a member of the platform staff.

The employee is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering positive customer experiences while achieving individual and team production goals. The role requires travel within the affiliate for training, travel outside the affiliate for some classroom training, 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 designed 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 (NMLS) is required at the time of employment.

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 proactively 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 in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and support year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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, 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 intended to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs 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