Personal Banker Associate I- Garfield Metro Parkway

Fifth Third Bank • Clinton Township, MI

6d • Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after 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 using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role supports acquisition of new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. It also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests while delivering a positive customer experience. It works toward individual and team production goals, customer satisfaction, and revenue growth while operating within the Bank’s risk appetite.

The position is based in a normal office environment and requires extended computer-screen viewing, travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, 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 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.

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 arrange 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 and team production goals and contribute to year-over-year revenue growth.
• 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 and own sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep current on Retail procedures intended to prevent fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including operations and Sales & Service rotations and certification.

Benefits

• Comprehensive benefits programs supporting employees’ and their 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