Personal Banker Associate I- Fayette, Ohio

Fifth Third Bank; Washington Court House (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking financial institution as a Retail Personal Banker I, where you will connect with customers to understand their financial needs and provide tailored solutions. This role offers a comprehensive onboarding program, focusing on consultative sales and customer relationship management. You will engage with customers through various channels, including community events, to promote financial products and services. If you are passionate about helping others achieve their financial goals and thrive in a dynamic team environment, this opportunity is perfect for you.

Qualifications

• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.

Responsibilities

• Build customer profiles and identify financial needs through consultative sales.
• Meet/exceed customer experience and sales goals contributing to revenue growth.

Skills

Consultative Sales

Customer Relationship Management

Financial Needs Assessment

Cross-Selling

Professional Communication

Education

College Degree

Financial Industry Experience

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

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 skills necessary for success in the Retail Personal Banker role. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet customers' financial needs. The role involves acquiring new households and deepening existing customer relationships through activities like lobby leadership, aisle time, and tele-consulting. Responsibilities include processing teller transactions and working as part of the platform staff.

Risk and Compliance:

Responsible for risk management by following policies, elevating concerns, and acting ethically. Ensures actions and behaviors promote a positive customer experience and adhere to the Bank's risk appetite, including identifying, assessing, and reporting risks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend solutions.
3. Utilize marketing tools to proactively reach out to customers and set appointments.
4. Focus on cross-selling to existing customers and outside sales activities like community events.
5. Build relationships with Business Partners to refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide Customer Service Representatives on sales and referral processes.
8. Promote customer satisfaction through professionalism and helpfulness.
9. Own customer issues and answer questions confidently.
10. Maintain confidentiality and trust.
11. Follow the Bank's Code of Conduct and policies.
12. Open/serve Retail products following policies.
13. Participate in loan and bankcard processes from application to closing.
14. Assist in opening/closing the Financial Center or Bank Mart as directed.
15. Stay updated on procedures to prevent fraud and manage risk.

Supervisory Responsibilities:

None.

Minimum Knowledge, Skills, and Abilities:

• College degree, work experience, or a combination thereof.
• Financial industry experience preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment.
• S.A.F.E. Act registration via NMLS required at employment.

Working Conditions:

• Standard office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Occasional travel outside the affiliate for training sessions.

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Location: Fayette, Ohio, Washington Court House, Ohio 43160

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants and employees.