Retail Personal Banker Associate I

Fifth Third Bank • Cary, NC

20d • Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by certification to demonstrate 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 identify and meet the financial needs of customers and prospects. 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, protecting confidential information, and acting in customers’ and colleagues’ best interests. It seeks to deliver a positive customer experience while achieving results within the Bank’s risk appetite. The position has no supervisory responsibilities.

The job is based in Cary, North Carolina. It involves a normal office environment, extended viewing of computer screens, travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. Fifth Third describes its total rewards as including comprehensive benefits and differentiated compensation, with benefits intended to support employees’ and families’ physical, financial, emotional, and social well-being; specific benefits are not listed in the posting.

Requirements

• College degree or 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 mathematical functions for analysis of 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 in making 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 proactively and schedule periodic financial reviews.
• Cross-sell to existing customers and engage 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, referring customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs in the sales and referral process.
• Promote customer satisfaction through friendly, helpful, professional service; answer questions confidently and take ownership of customer issues.
• Keep business information confidential 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 consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures intended to mitigate fraud and other unnecessary risks.
• Process teller transactions and perform platform staff duties.
• Complete the onboarding and education program and its concluding certification.

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