Personal Banker Associate I

Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service Use the consultative sales process and Financial Needs Assessment to identify customer financial needs Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions Use CAMP and approved marketing tools to reach customers and set financial review appointments Cross-sell to existing customers and participate in outside sales activities Establish relationships with Business Partners and refer customers for holistic financial solutions Meet or exceed customer experience and individual/team production goals Provide guidance to CSRs on sales and referral processes Answer customer questions and own customer issues Process teller transactions and work as a member of the platform staff Open and service Retail products, including participating in consumer loan and bankcard processes Participate in Financial Center or Bank Mart opening and closing procedures Follow policies and procedures to mitigate fraud and risk Maintain customer confidentiality and ethical behavior Requirements College degree or work experience providing transferrable skills, or 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 Understanding of advanced math functions for analysis of credit and financial information Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication Ability to develop working knowledge of Retail policies and procedures S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) Ability to travel within the affiliate for training Scheduling flexibility Travel outside of the affiliate for classroom training sessions Core Competencies Demonstrates expertise in consultative sales processes and financial needs assessments while maintaining a strong understanding of retail consumer and small business products. Capable of building relationships with business partners and providing exceptional customer service to meet production goals. Highest-signal resume keywords Consultative Sales Process Financial Needs Assessment Retail Consumer Products S.A.F.E. Act Registration Customer Relationship Management Hard Skills Advanced Math Functions Teller Transactions Consumer Loan Processes Bankcard Processes Sales Activities Financial Review Appointments Cross-Selling Risk Mitigation Customer Confidentiality Ethical Behavior Soft Skills Verbal Communication Written Communication Customer Service Relationship Building Scheduling Flexibility Certifications & Qualifications S.A.F.E. Act Registration Industry Keywords Financial Industry Retail Policies Consumer Household Customers Small Business Customers Fraud Mitigation Tools & Technologies CAMP Marketing Tools #J-18808-Ljbffr