Personal Banker I

Fifth Third Bank • North Royalton, OH

2d • 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 the financial needs of customers and prospects. The role is responsible for acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It also includes processing teller transactions and working as a member of the platform staff.

Selected candidates complete a nine-week onboarding and education program with rotations in Operations and Sales & Service, followed by a certification intended to demonstrate the skills needed to perform within the Retail Personal Banker job family.

The position carries responsibility for managing risk, following policies and procedures, protecting confidential business information, and supporting a positive customer experience. The role is based in a normal office environment and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, 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 used to analyze 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 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 proactively 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.
• Build working relationships with assigned Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth 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 questions and take ownership of customer issues.
• Maintain the confidentiality of 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 intended 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 while operating within the Bank's risk appetite.

Benefits

• Comprehensive benefits programs 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