Personal Banker Associate I- FH- Ann Arbor

Fifth Third Bank • Ann Arbor, MI

2d • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, followed by a certification demonstrating skills needed for a role in the Retail Personal Banker job family. The position is based in a financial center and focuses on consultative sales to identify and meet customers’ and prospects’ financial needs. The Personal Banker Associate I works to acquire new households and deepen existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. The role also processes teller transactions and works as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, acting ethically, protecting confidential information, and delivering a positive customer experience. It supports customers with retail products and services, consumer loans, and bankcards, and collaborates with business partners to provide appropriate financial solutions. The role may participate in financial center or Bank Mart opening and closing procedures as directed.

The work takes place in a normal office environment and includes extended viewing of computer screens. The training program requires travel within the affiliate and scheduling flexibility, as well as travel outside the affiliate for classroom training sessions. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Requirements

• College degree or work experience that provides 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 cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analysis of 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 sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Develop working relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
• Provide guidance to Customer Service Representatives on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer 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 consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in financial center or Bank Mart opening and closing procedures as directed.
• Stay current on retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Complete onboarding, education, rotations, and certification, including required training travel.

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