Personal Banker Associate I
Fifth Third
General Function Selected candidates will serve as a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. The program culminates in a certification that demonstrates the skills required to perform successfully within the Retail Personal Banker job family. 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 the bank’s 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 such as Membership Advantage onsite presentations, business sales calls, and 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 with respect to 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 that provides transferrable skills, or a combination of education and experience. Experience in the financial industry is preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers. Ability to demonstrate understanding of advanced math functions that enable analysis of credit and financial information. Professional appearance and written and verbal communication skills that properly represent Fifth Third Bank. Working knowledge of Retail policies and procedures to enable good judgment in making sound decisions. Required to register for the S.A.F.E. Act through the Nationwide Mortgage Licensing System (NMLS) at the time of employment. WORKING CONDITIONS Normal office environment with prolonged computer use. Training may require travel within the affiliate and occasional travel outside for classroom sessions. LOCATION Durham, North Carolina 27707. BENEFITS Comprehensive benefits programs are available to support employees and their families, encompassing physical, financial, emotional, and social well‑being. 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
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