Personal Banker I: Build Customer Relationships & Solutions

Fifth Third Bank, N.A.; Cornelius (NC); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

Fifth Third Bank, N.A. in Cornelius, NC is seeking candidates for a Retail Personal Banker I program.

Selected individuals will rotate through operations and Sales & Service, complete onboarding, and pursue a certification to qualify for the Retail Personal Banker job family. The role emphasizes consultative sales to identify financial needs, acquire new households, and deepen customer relationships, including lobby leadership or aisle time and tele-consulting.

Qualifications

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Ability to develop comfort level with sales activities designed to acquire new consumer household and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/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 with confidence 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.

Skills

Sales aptitude

Finance knowledge

Customer service

Math skills

Professional presentation

Retail policies

S.A.F.E. Act knowledge

Education

College degree or equivalent

Job description

Fifth Third Bank, N.A. in Cornelius, NC is seeking candidates for a Retail Personal Banker I program.

Selected individuals will rotate through operations and Sales & Service, complete onboarding, and pursue a certification to qualify for the Retail Personal Banker job family. The role emphasizes consultative sales to identify financial needs, acquire new households, and deepen customer relationships, including lobby leadership or aisle time and tele-consulting.