Personal Banker I

Fifth Third Bank•North Royalton, OH

4d•Onsite

About The Position

Selected candidates complete a nine-week onboarding and education program, including rotations in Operations and Sales & Service, followed by certification to demonstrate the skills needed for 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 relationships through activities such as lobby leadership or aisle time and tele-consulting. It also includes processing teller transactions and working as part of the platform staff. The position is accountable for managing risk, following policies and procedures, and supporting positive customer and colleague experiences. The Personal Banker works within the Bank’s risk appetite to identify, assess, manage, monitor, and report risks. This role has no supervisory responsibilities. The position is based in Parma, Ohio. The work takes place in a normal office environment and requires extended viewing of computer screens. Travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility are required.

Requirements

College degree or 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 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 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.

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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, 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 Financial Center P&L.
Guide Customer Service Representatives on sales and referral processes.
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 the consumer loan and bankcard process, managing sourced loans from application through closing.
Participate in Financial Center or Bank Mart opening and closing processes as directed.
Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
Complete the onboarding and education program and its concluding certification.

Benefits

Comprehensive benefits programs intended to support employees’ and their families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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