Personal Banker I

Fifth Third Bank • Solon, OH

1d • Onsite

About The Position

The Personal Banker I is a Financial Center position focused on proactively identifying and meeting customers’ and prospects’ financial needs through a consultative sales process. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It also processes teller transactions and works 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 for a role in the Retail Personal Banker job family. The position involves working with business partners to provide holistic financial solutions, meeting customer-experience and production goals, and following established policies and procedures while managing risk. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

The role is based in a normal office environment and requires extended viewing of computer screens. The training program requires travel within the affiliate and scheduling flexibility; travel outside the affiliate is required for some classroom training sessions.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities intended to acquire new consumer household and small business customers and/or cross-sell 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 good judgment to make 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 develop 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 engage in directed outside sales activities, such as onsite presentations, business sales calls, and community financial-literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners, referring customers when appropriate.
• Meet or exceed customer-experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by Financial Center P&L.
• 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.
• 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 by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Exchange ideas and opinions, raise concerns, and follow policies and procedures while identifying, assessing, managing, monitoring, and reporting risks.

Benefits

• Comprehensive benefits 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