Personal Banker Associate I - Tattersall (Birmingham, AL)

Fifth Third Bank; Birmingham (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

Fifth Third Bank is seeking a Retail Personal Banker I for its Birmingham location. This role includes a 4-8 week onboarding program, accountability for customer relationships, and proactive sales activities. Successful candidates will have a college degree, sales experience, and an understanding of financial analysis.

Qualifications

• Experience in the financial industry preferred.
• Professional appearance and communication skills necessary.
• Understanding of advanced math for credit and financial analysis.

Responsibilities

• Use consultative sales process to build customer profiles.
• Maintain knowledge of Retail products/services.
• Focus on cross-selling and outside sales activities.

Skills

Sales activities

Customer relationship management

Financial analysis

Communication skills

Analytical skills

Education

College degree or equivalent experience

S.A.F.E. Act registration

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 to perform successfully within the Retail Personal Banker role. The Personal Banker I is a Financial Center position focused on using the consultative sales process to identify and meet the financial needs of customers or prospects. This role involves acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. It also includes processing teller transactions and working as part of the platform staff.

Risk and Compliance:

Responsible and accountable for risk 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:

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend appropriate solutions.
• Utilize marketing tools to proactively reach out to customers and set appointments.
• Focus on cross-selling and outside sales activities like community events and business calls.
• Establish relationships with Business Partners to provide holistic financial solutions.
• Meet or exceed customer experience and sales goals, contributing to revenue growth.
• Guide CSRs in the sales and referral process.
• Promote customer satisfaction with professionalism and friendliness.
• Own customer issues and answer questions confidently.
• Maintain confidentiality and adhere to ethical standards.
• Follow policies while opening and servicing retail products.
• Participate in loan and bankcard processes from application to closing.
• Assist with opening/closing the Financial Center or Bank Mart.
• 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.
• 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 decision-making.
• S.A.F.E. Act registration required at employment through NMLS.

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: Birmingham, Alabama 35242

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants regardless of protected statuses.