Fifth Third Bank
Personal Banker Associate I
Join to apply for the Personal Banker Associate I role at Fifth Third Bank.
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑week on‑boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role works as a member of the platform staff, processing teller transactions, and is responsible for risk management and delivering a positive customer experience.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events).
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate.
Consistently meet/exceed customer experience and production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities
College degree or equivalent work experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Understanding of advanced math functions for credit and financial analysis.
Ability to professionally represent Fifth Third Bank in terms of appearance and communication.
Knowledge of Retail policies and procedures for sound decision‑making.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extended viewing of computer screens.
Trainings require travel within the affiliate and occasional outside travel.
Compensation & Benefits Base salary is reflective of the range for the pay grade across the U.S. Individual salaries vary based on role, skill, experience, education, and location. Benefits include comprehensive programs for physical, financial, emotional, and social well‑being. For more details, visit https://www.53.com/content/fifth-third/en/careers/benefits.html.
Location Holland, Michigan 49423
Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑week on‑boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role works as a member of the platform staff, processing teller transactions, and is responsible for risk management and delivering a positive customer experience.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events).
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate.
Consistently meet/exceed customer experience and production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities
College degree or equivalent work experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Understanding of advanced math functions for credit and financial analysis.
Ability to professionally represent Fifth Third Bank in terms of appearance and communication.
Knowledge of Retail policies and procedures for sound decision‑making.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extended viewing of computer screens.
Trainings require travel within the affiliate and occasional outside travel.
Compensation & Benefits Base salary is reflective of the range for the pay grade across the U.S. Individual salaries vary based on role, skill, experience, education, and location. Benefits include comprehensive programs for physical, financial, emotional, and social well‑being. For more details, visit https://www.53.com/content/fifth-third/en/careers/benefits.html.
Location Holland, Michigan 49423
Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
#J-18808-Ljbffr