Retail Personal Banker Associate I

Fifth Third Bank • Cary, NC

6d

About The Position

Selected candidates complete a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed to perform within the Retail Personal Banker job family. The role is a Financial Center position focused on using a consultative sales process to identify and meet the financial needs of customers and prospects. It involves 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 a member of the platform staff.

The Personal Banker is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and delivering a positive customer experience. The role operates within the Bank’s risk appetite and involves identifying, assessing, managing, monitoring, and reporting risks. The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The work environment is a normal office environment with extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to become comfortable with sales activities that acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced mathematical 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 in making sound decisions.
• 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.

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 as measured by the 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 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Openly exchange ideas and opinions, elevate concerns, and personally follow risk policies and procedures.

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
• Career Level: Entry Level
• Education Level: No Education Listed