Personal Banker - Hyde Park

General Function

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. The Person al 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.

• 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 the existing customer base and engaging in outside sales activities such as membership advantage onsite presentations, business sales calls, and community financial literacy events as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring 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 with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Answer customer questions and own customer issues, maintaining trust and confidentiality.
• 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/serviceing 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.

None.

• College degree or equivalent work experience providing transferrable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
• Ability to perform advanced math functions needed for analysis of credit and financial information.
• Professional appearance and communication skills.
• Understanding of Retail policies and procedures enabling sound judgment.
• Required to register for the S.A.F.E. Act at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment with extended computer screen viewing. The program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate will be required for various classroom training sessions.

Cincinnati, Ohio 45208

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 skill set, relevant experience, education and geographic location. The role includes comprehensive benefits programs covering physical, financial, emotional and social well‑being.

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.