Personal Banker Associate I - Southwest Station Financial Center (Louisville)

Fifth Third Bank • Louisville, KY

25d • Onsite

About The Position

The Personal Banker Associate I is 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 Retail Personal Banker I is a Financial Center position focused on consultative selling to identify and meet customers’ and prospects’ financial needs. The role supports acquisition of new households and growth of existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and works as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, maintaining confidentiality, and acting in customers’ and colleagues’ best interests. It is expected to deliver a positive customer experience while achieving individual and team production goals and supporting revenue growth.

The role requires travel within the affiliate for training and travel outside the affiliate for classroom training sessions, as well as scheduling flexibility. The work environment is a normal office environment, with extended viewing of computer screens.

Requirements

• College degree or 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 used to analyze 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 good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions.
• Scheduling flexibility.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 arrange periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions and take ownership of customer issues.
• Maintain confidentiality 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 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 contribute as a member of the platform staff.
• Openly exchange ideas and opinions, raise concerns, and follow risk policies and procedures.

Benefits

• Comprehensive benefits programs supporting 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