personal banker associate 1

Overview 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. The program culminates in a certification that provides selected candidates the opportunity 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. Essential Duties and Responsibilities Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs. Maintain in‑depth knowledge of Retail consumer and small business products and recommend appropriate solutions using our value proposition. Use 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 the existing customer base and engage 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 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. Maintain a position of trust and confidentiality when handling customer business. Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior at all times. Adhere to 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 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; or a combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort 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 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 to use 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). The NMLS website provides the MU4R questions and registration required for employment. Working Conditions Normal office environment with extended viewing of computer screens. Requires travel within the affiliate for training and flexibility to schedule. Travel outside the affiliate may be required for classroom training sessions. Location Maple Heights, Ohio 44137 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