Fifth Third Bank
Overview
Make banking a Fifth Third better®. We connect great people to great opportunities. Fifth Third Bank offers a career in banking with a focus on delivering exceptional customer experiences. 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. There will be a certification at the conclusion of the program to demonstrate 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. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership, aisle time, tele-consulting, and processing teller transactions. This role is part of the platform staff.
Responsible for risk management by openly exchanging ideas, elevating concerns, and following policies and procedures. Always do the right thing for customers and colleagues, and drive a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks 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. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Cross-sell to existing customers and engage 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), referring customers when appropriate for timely, holistic financial solutions. Meet/exceed customer experience and production goals; contribute to 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 confidently and own customer issues. Maintain confidentiality and uphold ethical standards; adhere to the Bancorp Code of Business Conduct and Ethics. Open/serve the full range of Retail products following established policies and procedures. 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. Stay up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk. Supervisory Responsibilities
None. Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. 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 analyze credit and financial information using advanced math functions. Professional appearance and effective verbal/written communication. Working knowledge of Retail policies and procedures to exercise good judgment in decision-making. S.A.F.E. Act registration required at 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; occasional travel outside the affiliate for classroom training. Compensation And Benefits
Personal Banker Associate I: Fifth Third offers Total Rewards including comprehensive benefits and differentiated compensation. The base salary range varies by role, skillset, experience, education, and location. Our benefits programs support physical, financial, emotional, and social well-being. Details are available at: https://www.53.com/content/fifth-third/en/careers/benefits.html. Location
Columbus, Ohio 43224 Additional Information
Attention search firms and staffing agencies: do not submit unsolicited resumes. Fifth Third does not accept resumes from agencies without an active agreement. Fifth Third Bank, National Association promotes equal employment opportunity for all qualified individuals. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
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Make banking a Fifth Third better®. We connect great people to great opportunities. Fifth Third Bank offers a career in banking with a focus on delivering exceptional customer experiences. 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. There will be a certification at the conclusion of the program to demonstrate 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. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership, aisle time, tele-consulting, and processing teller transactions. This role is part of the platform staff.
Responsible for risk management by openly exchanging ideas, elevating concerns, and following policies and procedures. Always do the right thing for customers and colleagues, and drive a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks 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. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Cross-sell to existing customers and engage 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), referring customers when appropriate for timely, holistic financial solutions. Meet/exceed customer experience and production goals; contribute to 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 confidently and own customer issues. Maintain confidentiality and uphold ethical standards; adhere to the Bancorp Code of Business Conduct and Ethics. Open/serve the full range of Retail products following established policies and procedures. 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. Stay up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk. Supervisory Responsibilities
None. Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. 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 analyze credit and financial information using advanced math functions. Professional appearance and effective verbal/written communication. Working knowledge of Retail policies and procedures to exercise good judgment in decision-making. S.A.F.E. Act registration required at 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; occasional travel outside the affiliate for classroom training. Compensation And Benefits
Personal Banker Associate I: Fifth Third offers Total Rewards including comprehensive benefits and differentiated compensation. The base salary range varies by role, skillset, experience, education, and location. Our benefits programs support physical, financial, emotional, and social well-being. Details are available at: https://www.53.com/content/fifth-third/en/careers/benefits.html. Location
Columbus, Ohio 43224 Additional Information
Attention search firms and staffing agencies: do not submit unsolicited resumes. Fifth Third does not accept resumes from agencies without an active agreement. Fifth Third Bank, National Association promotes equal employment opportunity for all qualified individuals. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr