Personal Banker Associate, Retail Banking & Sales
Overview
You will own the full retail banking experience at a Fifth Third Bank Financial Center, from teller transactions to consultative sales. You will complete a 4-8 week training program covering operations and sales, then pass a certification to become a Retail Personal Banker I. You will work with CAMP and other tools to build customer profiles, cross-sell products, and refer to business partners. This role stands out for its structured path to advancement and direct impact on customer financial health.
What You'll Do10
- 1Complete the 4-8 week on-boarding and education program, including rotations in operations and sales, then pass the certification exam to qualify as a Retail Personal Banker I.
- 2Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs.
- 3Maintain in-depth knowledge of Retail consumer and small business products, recommending solutions using our value proposition.
- 4Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- 5Cross-sell to existing customers and engage in outside sales, including Membership Advantage presentations and community events.
- 6Establish close working relationships with business partners (Mortgage, Small Business, Commercial, Investment) and refer customers when appropriate.
- 7Meet or exceed customer experience and production goals, enhancing year-over-year revenue growth as measured by the Financial Center P&L.
- 8Provide guidance to CSRs on the sales and referral process, and act with confidence to answer questions and own customer issues.
- 9Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- 10Adhere to retail policies and procedures, mitigate fraudulent activity, and participate in opening/closing the Financial Center.
Requirements8
- 1College degree or equivalent work experience with transferable skills
- 2Experience in the financial industry preferred
- 3Demonstrated ability to develop comfort with sales activities to acquire new consumer households and small business customers or cross-sell to established customers
- 4Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information
- 5Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication
- 6Demonstrated ability to develop a working knowledge of Retail policies and procedures to use good judgment
- 7S.A.F.E. Act registration at the time of employment through NMLS
- 8Willingness to travel within the affiliate for training and have scheduling flexibility
Salary Insight
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