Personal Banker Associate I- South Charlotte
Fifth Third Bank, Charlotte, NC, United States
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on‑boarding and education program that includes rotations in operations and Sales & Service. The program culminates with a certification that demonstrates the skills necessary to succeed in the Retail Personal Banker role. 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 focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership (Financial Centers), aisle time (Bank Marts), tele‑consulting, and processing teller transactions as part of the platform staff. Responsibilities include risk management by exchanging ideas, following policies, and ensuring actions drive a positive customer experience while operating within the bank’s risk appetite.
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 focus on cross‑selling to existing customers and engage 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.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Answer customer questions confidently and own customer issues.
Maintain a position of trust 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 and 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 manager.
Keep up to date on retail procedures to mitigate fraudulent activity and unnecessary risk.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
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 comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that allow for 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.
Position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extended viewing of computer screens.
Program requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate may be required for various classroom training sessions.
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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We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on‑boarding and education program that includes rotations in operations and Sales & Service. The program culminates with a certification that demonstrates the skills necessary to succeed in the Retail Personal Banker role. 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 focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership (Financial Centers), aisle time (Bank Marts), tele‑consulting, and processing teller transactions as part of the platform staff. Responsibilities include risk management by exchanging ideas, following policies, and ensuring actions drive a positive customer experience while operating within the bank’s risk appetite.
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 focus on cross‑selling to existing customers and engage 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.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Answer customer questions confidently and own customer issues.
Maintain a position of trust 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 and 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 manager.
Keep up to date on retail procedures to mitigate fraudulent activity and unnecessary risk.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
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 comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that allow for 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.
Position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extended viewing of computer screens.
Program requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate may be required for various classroom training sessions.
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