Personal Banker Associate I - Paris KY Financial Center

Fifth Third Bank, N.A.; Paris (KY); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Retail Personal Banker I to enhance customer relationships through consultative sales. This role involves onboarding training, risk management, and achieving sales goals while ensuring customer satisfaction. Join a team committed to professional growth and customer service excellence.

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.

Responsibilities

• Use consultative sales process to identify financial needs.
• Cross-sell to existing customers and engage in outside sales activities.
• Adhere to policies and maintain ethical behavior.

Skills

Sales

Customer Service

Communication

Education

College degree

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 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 role involves acquiring new households, deepening existing relationships, lobby leadership, aisle time, and tele-consulting. This position also processes teller transactions and works as part of the platform staff.

The role is responsible for risk management by adhering to policies, elevating concerns, and ensuring actions drive a positive customer experience while operating within the Bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend suitable solutions.
3. Use CAMP and other approved tools to proactively reach out to customers and set appointments.
4. Focus on cross-selling to existing customers and outside sales activities, including community events and presentations.
5. Establish relationships with Business Partners and refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs in sales and referral processes.
8. Promote customer satisfaction with professionalism and a helpful demeanor.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and trust.
11. Follow the Bank's Code of Conduct and policies, maintaining ethical behavior.
12. Adhere to policies when opening/servicing Retail products.
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 mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree, work experience, or a combination thereof.
• Experience in the financial industry 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 in decisions.
• S.A.F.E. Act registration via NMLS required at employment.

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: Paris KY Financial Center

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants and employees regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected status.