Personal Banker I - Dayton Southwest Region

Fifth Third Bank • Monroe, OH

7d • Onsite

About The Position

The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet customers’ and prospects’ financial needs. The role builds new households and deepens existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, referrals, and outside sales. It also processes teller transactions and works as a member of the platform staff.

Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The position is accountable for managing risk, following policies and procedures, protecting confidential business information, and delivering a positive customer experience. 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 cross-selling to existing customers.
• Ability to demonstrate understanding of advanced math 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 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 periodic financial reviews.
• Cross-sell 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 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.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete onboarding rotations, education, and the concluding certification.

Benefits

• Comprehensive benefits designed to support 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