Personal Banker Associate

Position

Retail Personal Banker I

Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑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 provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.

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. The position focuses on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership, aisle time and tele‑consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

It is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

• 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 and recommend appropriate solutions using the 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 customer base and engaging in outside sales activities (Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) 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.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain trust and confidentiality 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 bank card 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.

• 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.
• Understanding of advanced math functions that allow for analysis of credit and financial information.
• Professional appearance and verbal/written communication skills representing Fifth Third Bank.
• Working knowledge of Retail policies and procedures to make sound judgments.
• Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
• NMLS website provides the MU4R questions and registration required for employment in this position.

Normal office environment with extended viewing of computer screens. The program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate may be required for various classroom training…