Personal Banker Associate I

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. The program culminates in certification that demonstrates 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. They acquire new households and deepen existing customer relationships through a variety of activities, including lobby leadership, aisle time, and tele‑consulting. The role also processes teller transactions and works as a member of the platform staff. 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 using the value proposition. Use approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Cross‑sell to existing customer base and engage in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events). Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate for 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 regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Answer customer questions and own 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, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening and servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Assist in the opening and closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep current on Retail procedures to mitigate fraudulent activity and reduce risk. Supervisory Responsibilities None. Qualifications College degree or equivalent work experience. Combination of education and experience also acceptable. Experience in the financial industry preferred. Demonstrated comfort with sales activities to acquire new consumer households and small businesses and/or cross‑sell to established customers. Understanding of advanced math functions for credit and financial analysis. Professional appearance and verbal/written communication skills. Knowledge of Retail policies and procedures and ability to make sound judgments. Required to hold S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extended viewing of computer screens. Travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate for classroom training sessions. Location Byron Center, Michigan 49315 Benefits The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on role, experience, education and geographic location. Benefits include comprehensive plans for physical, financial, emotional and social well‑being. For more information, visit the Fifth Third Careers 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 Dormont Manufacturing Co