Personal Banker Associate I

Fifth Third Bank•Findlay, OH

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program, including rotations in operations and Sales & Service. Candidates complete a certification at the conclusion of the program to demonstrate the skills needed to perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using 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 a member of the platform staff. The position is accountable for managing risk by exchanging ideas, raising concerns, and following policies and procedures. It is expected to support positive customer and colleague experiences and achieve results while operating within the Bank’s risk appetite. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

College degree, work experience that provides transferable skills, or a combination of education and experience.
Demonstrated ability to develop comfort with sales activities to acquire new consumer households 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.

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 appointments for periodic financial reviews.
Focus on cross-selling to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
Meet or exceed customer experience and individual or team production goals and contribute 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 and take ownership of customer issues.
Protect confidential business information 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 the consumer loan and bankcard process, owning 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 intended to mitigate 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’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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