Personal Banker Associate I

GENERAL FUNCTION 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 demonstrate the skills necessary to successfully perform a role within the Retail Personal Banker job family. 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 maintains a focus on acquiring new households and/or deepening existing customer relationships through various activities, including lobby leadership, aisle time, and tele‑consulting. It is responsible for processing teller transactions and working as a member of the platform staff, and is accountable for managing risk and ensuring a positive customer experience. 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. Leverage CAMP and other approved marketing tools to proactively reach customers and set appointments for periodic financial reviews. Primarily focus on cross‑selling to the existing customer base and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc. 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 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. Follow the Bancorp Code of Business Conduct and Ethics and related policies 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 manager. Keep up to date on retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED College degree or equivalent work experience providing transferable skills. 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. Ability to demonstrate understanding of advanced math functions for credit and financial analysis. Professional representation of Fifth Third Bank in appearance and communication. Working knowledge of retail policies and procedures to exercise sound judgment. Position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). WORKING CONDITIONS Normal office environment. Minimal computer screen exposure. Requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate for classroom sessions may be required. LOCATION Amherst, Ohio 44001 BENEFITS & COMPENSATION Base salary reflects the range for all roles within the pay grade. Individual salaries vary based on role, skill set, experience, education, and geographic location. Benefits programs include physical, financial, emotional, and social well‑being offerings. For more details, see the benefits page. EQUAL EMPLOYMENT OPPORTUNITY 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