Personal Banker Associate I - Orchestra Place

GENERAL FUNCTION

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification at the conclusion of the program will assess the skills needed to perform a role within the Retail Personal Banker family. This position focuses on using a consultative sales process to identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing relationships through lobby leadership, aisle time, tele-consulting, and processing teller transactions as a member of the platform staff. Candidates will be responsible for risk management by openly exchanging ideas, following policies, and ensuring a positive customer experience while operating within the bank’s risk appetite.

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 the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. 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 regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act confidently 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

College degree or work experience providing transferable skills, or a combination of education and experience. Preferred experience in the financial industry. 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. Must demonstrate understanding of advanced math functions that allow 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 in order to utilize 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 in this position.

WORKING CONDITIONS

Normal office environment. Extended viewing of computer screens. This program requires the ability to travel within the affiliate for training and scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate I – Orchestra Place Base salary reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range vary based on role, relevant skill set, experience, education, and geographic location. Benefits programs support the individual needs of employees and families, encompassing physical, financial, emotional and social well‑being. Learn more about those programs on our 53.com Careers page at or by consulting with your talent acquisition partner.

LOCATION

Detroit, Michigan 48201 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 Bank, N.A.