Personal Banker Associate

• Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program
• 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 customer base and engaging in outside sales activities
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)
• Consistently meet/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
• Act with confidence by answering customer questions and owning customer issues
• Maintain a position of trust and responsibility by keeping all business confidential

• College degree or work experience providing transferrable skills, or, 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 will 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 in order to utilize good judgment in making sound decisions
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

Demonstrates expertise in consultative sales processes and financial needs assessments to effectively build customer profiles and recommend appropriate retail banking solutions. Proficient in cross-selling and maintaining strong relationships with business partners while ensuring customer satisfaction and confidentiality.

• Consultative Sales Process
• Financial Needs Assessment
• Cross-Selling
• S.A.F.E. Act Registration
• Retail Banking Knowledge

• Advanced Math Functions
• Financial Analysis
• Customer Profile Development
• Retail Consumer Products Knowledge
• Small Business Products Knowledge

• Professional Communication
• Customer Satisfaction
• Relationship Building
• Problem Solving
• Team Collaboration

• S.A.F.E. Act Registration
• NMLS Registration

• Retail Banking
• Financial Services
• Consumer Banking
• Small Business Banking
• Sales Activities

• CAMP Marketing Tools