Personal Banker Assocate I

Fifth Third Bank • Hurricane, WV

21d • Onsite

About The Position

The Personal Banker Associate I is a Financial Center position. Selected candidates complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed to work in the Retail Personal Banker job family. The role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. The position also processes teller transactions and works as a member of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential business information, and contributing to a positive customer experience. It works with assigned business partners to provide holistic financial solutions and is expected to meet customer-experience and individual or team production goals. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

The work is in a normal office environment and includes extended viewing of computer screens. Travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility are required. The posting describes comprehensive benefits and differentiated compensation offerings, with salary varying according to role, skills, experience, education, and geographic location.

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 households 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 in 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.
• Ability to travel within and outside the affiliate for training and to work with scheduling flexibility.
• Ability to view computer screens for extended periods.

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 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 relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• Meet or exceed customer-experience and individual or team production goals and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and serve as a member of the platform staff.
• Complete the onboarding and education program and its concluding certification.

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