Retail Personal Banker Associate I - Hope Valley

Fifth Third Bank • Durham, NC

23d • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The role is a Financial Center position focused on using a consultative sales process to proactively identify and meet customer and prospect financial needs. The Personal Banker I works to acquire new households and deepen existing relationships through activities such as lobby leadership or aisle time and tele-consulting. The position also processes teller transactions and serves as a member of the platform staff.

The role is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and supporting a positive customer experience. The employee works within the Bank’s risk appetite and consistently identifies, assesses, manages, monitors, and reports risks.

The position is based in Durham, North Carolina. Training requires travel within the affiliate, travel outside the affiliate for classroom training, and scheduling flexibility. The working environment is a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• Demonstrated 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 sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required 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 in-depth knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers proactively and schedule periodic financial reviews.
• Focus primarily on cross-selling to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build close working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and make referrals when appropriate.
• Meet or exceed customer experience and individual or team production goals, and support 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 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, maintaining ethical behavior.
• 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.
• Complete the 4–8 week onboarding and education program and its concluding certification.
• Register under the S.A.F.E. Act through the Nationwide Mortgage Licensing System at the time of employment.

Benefits

• Comprehensive benefits programs 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