Retail Personal Banker Associate I

Fifth Third Bank; Englewood (NJ); On-site; USD 40,000 - 55,000; Full time

Job summary

Fifth Third Bank is seeking a Retail Personal Banker Associate I in Englewood, New Jersey. The role involves consultative sales to meet customer financial needs, along with maintaining relationships and processing transactions. Candidates will undergo a comprehensive training program to prepare for their responsibilities in a standard office environment.

Qualifications

• College degree or a combination of education and experience.
• Preferred experience in the financial industry.
• Understanding of advanced math for credit and financial analysis.

Responsibilities

• Build customer profiles and identify financial needs using consultative sales.
• Proactively reach out to customers and set appointments for financial reviews.
• Meet or exceed customer experience and sales goals contributing to revenue growth.

Skills

Sales

Customer Service

Risk Management

Ethical Conduct

Professional Appearance

Education

College degree

Relevant work experience

Job description

Retail Personal Banker Associate I

Retail Personal Banker Associate I

Fifth Third Bank Englewood, United States Apply now Posted 2 months ago | Permanent | Competitive

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GENERAL FUNCTION:

Selected candidates will undergo a 4-8 week onboarding and education program, including rotations in operations and Sales & Service. Upon completion, candidates will be certified to perform in the Retail Personal Banker role. This position focuses on using consultative sales to identify and meet customer financial needs, acquiring new households, and deepening existing relationships through various activities, including lobby leadership or aisle time and tele-consulting. The role involves processing teller transactions and working as part of the platform staff.

The role emphasizes risk management, ethical conduct, and delivering a positive customer experience while operating within the bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Build customer profiles and identify financial needs using the consultative sales process.
• Maintain knowledge of retail products/services and recommend appropriate solutions.
• Proactively reach out to customers and set appointments for financial reviews.
• Focus on cross-selling and outside sales activities, including community events.
• Establish relationships with Business Partners and refer customers accordingly.
• Meet or exceed customer experience and sales goals, contributing to revenue growth.
• Guide CSRs in sales and referral processes.
• Promote customer satisfaction with professionalism and friendliness.
• Respond confidently to customer questions and own customer issues.
• Maintain confidentiality and adhere to ethical standards.
• Follow policies and procedures in opening and servicing retail products.
• Participate in loan and bankcard processes from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to prevent fraud and manage risks.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• College degree, work experience, or a combination thereof.
• Preferred experience in the financial industry.
• 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 via NMLS is required at employment.

WORKING CONDITIONS:

• Standard 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: Englewood, Florida 34223

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

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