Retail Personal Banker l - Cincinnati Eastside

Fifth Third Bank • Newport, KY

6d • Onsite

About The Position

Selected candidates 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 Personal Banker I is a financial-center role that uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and performs platform duties.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support positive customer experiences. It works within the Bank’s risk appetite while identifying, assessing, managing, monitoring, and reporting risks. The role may require travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing 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.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training.
• Scheduling flexibility.

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 financial reviews.
• Cross-sell to existing customers and conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers as appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions and take ownership of customer issues.
• Maintain customer and business confidentiality and follow the Bancorp Code of Business Conduct and Ethics and other 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 by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete onboarding, education rotations, and certification.
• Process teller transactions and perform platform duties.

Benefits

• Comprehensive benefits 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