Retail Personal Banker Associate I - Haubstadt

Fifth Third Bank • Haubstadt, IN

1d • Onsite

About The Position

The Retail Personal Banker Associate I is intended to progress to Retail Personal Banker I after a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the role. As a Financial Center position, the role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. The position also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It contributes to a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens.

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 through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment to make 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 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.
• 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 assigned Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing 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 manner.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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 and manage sourced loans from application through closing.
• Participate in the Financial Center or Bank Mart opening and closing process as directed.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Identify, assess, manage, monitor, and report risks while following Bank policies and procedures.

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