Retail Personal Banker Associate I

Fifth Third Bank • Cary, NC

8d • Onsite

About The Position

The Retail Personal Banker Associate I is intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, and a concluding certification. The resulting Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing relationships. Activities may include lobby leadership at Financial Centers or aisle time at Bank Marts, tele-consulting, and processing teller transactions as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and delivering a positive customer experience. It requires maintaining knowledge of retail and small-business products, developing customer relationships, meeting production and customer-experience goals, and working with assigned business partners to provide financial solutions. The role also participates in consumer loan and bankcard processes and may assist with Financial Center or Bank Mart opening and closing.

The position is based in a normal office environment in Cary, North Carolina. The training program requires travel within the affiliate and travel outside the affiliate for classroom training, as well as scheduling flexibility. Extended viewing of computer screens is required.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small-business customers and/or cross-sell 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 good judgment to make sound decisions.
• 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.

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 refer customers when appropriate.
• Meet or exceed customer-experience and individual or team production goals and contribute to year-over-year revenue growth.
• Provide CSRs with guidance on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential 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 consumer loan and bankcard processes and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures designed to mitigate fraud, risk, and exposure.
• Complete the onboarding and education program, including rotations and certification.
• Register under the S.A.F.E. Act through the Nationwide Mortgage Licensing System at the time of employment.

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