Fifth Third Bank
Personal Banker I – Alex Road
Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate the skills necessary to succeed 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. This role is responsible for processing teller transactions and working as a member of the platform staff, and for acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, and tele‑consulting.
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.
Focus on cross‑selling to existing customers and engaging in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals, and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Guide 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 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 risk exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop a comfort level with sales activities designed to acquire new consumer households and small‑business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that allow analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of retail policies and procedures to make sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides the MU4R questions and registration required for employment in this position.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate for various classroom training sessions.
Salary and Benefits The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being. You can learn more about those programs on the Fifth Third Careers benefits page.
Location Miamisburg, Ohio 45342
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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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. This role is responsible for processing teller transactions and working as a member of the platform staff, and for acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, and tele‑consulting.
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.
Focus on cross‑selling to existing customers and engaging in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals, and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Guide 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 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 risk exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop a comfort level with sales activities designed to acquire new consumer households and small‑business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that allow analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of retail policies and procedures to make sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides the MU4R questions and registration required for employment in this position.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate for various classroom training sessions.
Salary and Benefits The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being. You can learn more about those programs on the Fifth Third Careers benefits page.
Location Miamisburg, Ohio 45342
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