Personal Banker Associate I - Woodland Hills

Overview The Retail 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. Selected candidates will complete a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service, culminating in a certification that demonstrates the skills necessary for the role. 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. Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. 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 for timely, holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals, enhancing 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. Answer customer questions and own customer issues with confidence. Maintain confidentiality of all business information. Adhere to the Bancorp Code of Business Conduct and Ethics and other related policies. Follow 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. Keep up to date on procedures to mitigate fraudulent activity and reduce risk exposure. Qualifications College degree or equivalent work experience with transferrable skills. Experience in the financial industry preferred. Demonstrated ability to develop confidence in sales activities that acquire new consumer households and small business customers and cross‑sell to established customers. Ability to analyze credit and financial information using advanced math functions. Professional appearance and strong verbal/written communication skills. Working knowledge of Retail policies and procedures and sound judgment in decision making. Requirement to register with the S.A.F.E. Act at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for this position. Working Conditions Normal office environment with extended viewing of computer screens. Program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate will be required for various classroom training sessions. Salary Personal Banker Associate I – Woodland Hills: Total Base Pay Range $43,680.00 – $69,900.00 USD annually. Benefits Comprehensive benefits and differentiated compensation offerings to support employees and their families, encompassing physical, financial, emotional and social well‑being. Location Woodland Hills, California 91367 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