Personal Banker Associate I - Evergreen Park and Surrounding Areas

Fifth Third Bank•Evergreen Park, UT

7d•$43,680 - $69,900•Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed to perform within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position that uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as part of the platform staff. The position is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and delivering a positive customer experience. It develops customer profiles, recommends consumer and small business solutions, builds relationships with internal business partners, and works toward individual and team production goals. The role may include outside sales activities, loan and bankcard processing, and participation in Financial Center or Bank Mart opening and closing procedures. The role is based in a normal office environment and requires extended viewing of computer screens. Travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility are required. The posted annual base pay range is $43,680–$69,900, with individual compensation varying based on factors including skills, experience, education, and location. The company describes its total rewards as including comprehensive benefits and differentiated compensation, with benefits intended to support employees’ and families’ physical, financial, emotional, and social well-being.

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 households 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 in appearance and verbal and written communication.
Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
Ability to travel within the affiliate for training and outside the affiliate for classroom training.
Scheduling flexibility.

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 engage 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, contributing to year-over-year revenue growth measured by Financial Center P&L.
Guide CSRs on sales and referral processes.
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 Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
Stay current on Retail procedures designed 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 operating within the Bank’s risk appetite.