Personal Banker Associate I- Waxhaw and Surrounding Areas

Fifth Third Bank•Waxhaw, NC

1d•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. Candidates complete a certification at the end of the program to demonstrate the skills needed for a role in 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. The position also processes teller transactions and works as a member of the platform staff. The role is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It is responsible for delivering a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

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 existing 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 good judgment in making sound decisions.
Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
Ability to travel within the affiliate for training and flexibility in scheduling.
Ability to travel outside the affiliate for classroom training.

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.
Focus on cross-selling to existing customers and participate in directed outside sales activities, such as 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 the Financial Center P&L.
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, maintaining ethical behavior.
Follow established policies and procedures when opening and servicing Retail products.
Participate in consumer loan and bankcard processes, managing 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, education, and certification program, including rotations in operations and Sales & Service.
Process teller transactions and perform as a member of the platform staff.