Personal Banker Associate !

Fifth Third Bank • North Canton, OH

1d • Onsite

About The Position

The Personal Banker Associate is intended to become a Retail Personal Banker I after completing a nine-week onboarding and education program with rotations in operations and Sales & Service. A certification at the end of the program allows candidates to demonstrate the skills needed for a role in the Retail Personal Banker job family.

The Retail Personal Banker I is a Financial Center position focused on consultative sales: identifying and meeting customers’ and prospects’ financial needs, acquiring new households, and deepening existing relationships. The role includes teller transactions and platform duties, customer outreach, referrals, sales activities, and support for consumer loan and bankcard applications. Employees are expected to manage risk, follow policies, protect confidential information, and contribute to a positive customer experience while meeting individual and team goals.

The position is based in a normal office environment in North Canton, Ohio. Training requires travel within the affiliate and travel outside the affiliate for some classroom sessions, as well as scheduling flexibility.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small-business customers and/or cross-selling to established customers.
• Ability to demonstrate understanding of advanced math functions used to analyze 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 is required.

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 outside sales activities as directed, 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 the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional manner; 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, 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 designed to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and serve as a member of the platform staff.
• Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

Benefits

• Comprehensive benefits programs supporting employees’ and 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