Personal Banker Associate I- Stadium ( Ann Arbor)

Fifth Third Bank • Ann Arbor, MI

4d • Onsite

About The Position

Selected candidates are 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 certification demonstrating the skills needed for the role. The Personal Banker I is a Financial Center position that uses 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 or aisle time and tele-consulting. It also processes teller transactions and works as a member of the platform staff.

The employee is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in customers’ and colleagues’ best interests to support 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 involves extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling 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 to make sound decisions.
• Must register under the S.A.F.E. Act 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, and to accommodate scheduling flexibility.

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, such as onsite presentations, business sales calls, and community financial literacy events.
• Develop close working relationships with assigned Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual or team production goals, supporting year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions confidently 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, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes 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 perform platform staff duties.
• Complete the onboarding and education program and its concluding certification.

Benefits

• Comprehensive benefits designed to support employees and their families across 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