Retail Personal Banker Associate I

Fifth Third Bank • Amherst, OH

1d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, which includes rotations in operations and Sales & Service and concludes with a certification. The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role works to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves as a member of the platform staff.

The position is accountable for risk management and for following policies and procedures, while helping create a positive customer experience. It promotes customer satisfaction, handles customer questions and issues, maintains confidentiality, and adheres to the Bancorp Code of Business Conduct and Ethics. The role may involve opening and closing the Financial Center or Bank Mart as directed.

The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. Work takes place in a normal office environment, includes extended computer-screen viewing, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

The employer describes a comprehensive benefits program supporting employees’ and families’ physical, financial, emotional, and social well-being. Compensation varies based on role, relevant skills and experience, education, and geographic location; no salary figures are provided.

Requirements

• College degree, work experience that provides 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 in 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 is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to provide scheduling flexibility.

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, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and make referrals when appropriate.
• Meet or exceed customer-experience and individual or team production goals, and contribute to year-over-year revenue growth as measured by Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain confidentiality and act ethically in accordance with 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 for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Complete the onboarding and education program, including rotations and the concluding certification.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being for employees and their families.
• Differentiated compensation offerings.

What This Job Offers

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