Personal Banker Associate -Mount

Personal Banker Associate I – Mount Pleasant

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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.霢 The program culminates in a certification to demonstrate skills necessary to perform within the Retail Personal Banker job family.

The Person al Banker I is a Financial Center position focused on the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role is responsible for processing teller transactions and working as a member of the platform staff.

Responsible for risk by exchanging ideas, elevating concerns, and following

Lab policies and procedures. Accountable for doing the right thing for customers and colleagues, and ensuring positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting all types of risk.

• 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 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.
• 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 and씨. professionalism.
• Act with confidence by answering customer questions and owning customer vitaminesprecision; and ensure 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/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.

None.

• 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 households 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 appearance and communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to make sound decisions.
• Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). NMLS provides required training for employment.

• Normal office environment.
• Extending viewing of computer screens.ýsing>
• Program requires ability to travel within the affiliate for training and scheduling flexibility.
• Travel outside of the affiliate for various classroom training sessions.

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