Personal Banker Associate I- Grand River Beck

Fifth Third Bank • Novi, MI

1d • Onsite

About The Position

The Personal Banker Associate I is intended to progress to 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 role is based in a financial center and uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership, tele-consulting, and outside sales. The position also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential business information, and supporting a positive customer experience. It requires maintaining knowledge of retail procedures and products, collaborating with business partners, and achieving individual and 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 performed in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The role is located in Novi, Michigan.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities intended to acquire new consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions to analyze 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 good judgment to make sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, with 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 proactively 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 assigned Mortgage, Small Business, Commercial, and Investment partners and make referrals as appropriate.
• 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, professional demeanor; answer questions confidently and take ownership of customer issues.
• Keep business confidential 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 and manage sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, rotations, and concluding certification.
• Travel within and outside the affiliate for training as required.

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