Retail Personal Banker Associate I

General Function Selected candidates are intended to become a Retail Personal Banker I after a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification at program completion will demonstrate the skills necessary to 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 is responsible for processing teller transactions, working as a member of the platform staff, and maintaining a focus on acquiring new households and deepening existing customer relationships through lobby leadership, aisle time, tele‑consulting, and other activities. The Personal Banker I is accountable for risk, following policies and procedures, and doing the right thing for customers and colleagues to drive 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 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 for holistic financial solutions. Consistently meet or exceed customer experience and 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 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 by the Financial Center Manager. Keep up‑to‑date on Retail procedures that mitigate fraudulent activity and unnecessary risk or exposure. Assume responsibility for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures. Ensure actions and behaviors drive a positive customer experience while operating within the Bank's risk appetite, consistently identifying, assessing, managing, monitoring, and reporting all types of risks. Supervisory Responsibilities None. Minimum Knowledge, Skills and Abilities Required College degree or work experience providing transferrable 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. Proficiency with advanced math functions enabling analysis of credit and financial information. Professional appearance and verbal/written communication representing Fifth Third Bank. Working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with extended computer screen viewing. Travel within the affiliate for training; scheduling flexibility required. Travel outside the affiliate for classroom training sessions. Location Cary, North Carolina 27519 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 Fifth Third