Personal Banker Associate I

Fifth Third Bank • Cuyahoga Falls, OH

1d • Onsite

About The Position

The Personal Banker Associate I is an entry pathway to the Retail Personal Banker I role. Selected candidates complete a nine-week onboarding and education program with rotations in Operations and Sales & Service, followed by a certification to demonstrate the skills needed for the Retail Personal Banker job family. The role is based in a financial center and uses a consultative sales process to identify and meet the financial needs of customers and prospects. 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.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training sessions, and scheduling flexibility. The work takes place in a normal office environment and involves extended viewing of computer screens. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, with individual salaries varying based on relevant factors.

Requirements

• College degree or work experience that provides 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 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 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 working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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 and manage sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed.
• Stay current on Retail procedures to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Identify, assess, manage, monitor, and report risks while following the Bank's risk appetite and policies.

Benefits

• Comprehensive benefits programs intended 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