Retail Personal Banker Associate I - Greenville

Fifth Third Bank • Greenville, SC

13d • Onsite

About The Position

The Retail Personal Banker Associate I is a Financial Center position. Selected candidates complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed to perform within the Retail Personal Banker job family. After training, the Personal Banker I uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing relationships through in-person engagement and tele-consulting. The role includes processing teller transactions and working as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support positive customer and colleague experiences. It involves building customer profiles, recommending retail consumer and small-business products and services, arranging financial reviews, making referrals to business partners, and meeting customer experience and production goals. The role may also include outside sales activities, consumer loan and bankcard work, and participation in Financial Center or Bank Mart opening and closing procedures.

The position is located in Greenville, Michigan. The work is performed in a normal office environment and requires extended viewing of computer screens. Training requires travel within the affiliate, with additional travel outside the affiliate for classroom sessions, as well as scheduling flexibility.

Requirements

• College degree, relevant 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 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 to make sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training.
• Scheduling flexibility.

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, such as onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned business partners and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals, contributing to year-over-year revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, 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 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.
• Process teller transactions and work as a member of the platform staff.
• Identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed