Personal Banker Associate I FH

Fifth Third Bank • Rochester Hills, MI

10d • Onsite

About The Position

The Personal Banker Associate I is a Financial Center position designed to prepare selected candidates to become a Retail Personal Banker I after a 4–8 week onboarding and education program. Training includes rotations in Operations and Sales & Service and concludes with a certification demonstrating the skills needed for the Retail Personal Banker job family.

The role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. The position also processes teller transactions and works as part of the platform staff.

Employees are accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience while achieving individual and team goals. The role requires travel within the affiliate for training, travel outside the affiliate for classroom sessions, and scheduling flexibility. The work environment is a normal office environment and involves extended viewing of computer screens.

Requirements

• College degree, relevant 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 existing customers.
• Ability to demonstrate understanding of advanced mathematical 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 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 in-depth 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 set appointments for 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 Business Partners and refer customers when appropriate to provide timely, holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional manner.
• Answer customer questions confidently and take ownership of customer issues.
• Keep business information confidential 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, owning 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 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