Retail Personal Banker - Kannapolis, NC
Overview
As a Retail Personal Banker Associate at Fifth Third Bank, you will own the full customer relationship, from first contact to closing loans, while building your skills through a 4-8 week paid training program. You will work in a financial center in Kannapolis and surrounding areas, learning to use the consultative sales process to identify and meet customer needs. Your role includes processing teller transactions, cross-selling products, and engaging in outside sales activities. This position leads to a Personal Banker I role and requires S.A.F.E. Act registration through NMLS. You will be part of a team that values ethical behavior and proactive risk management, with opportunities to grow within the bank.
What You'll Do9
- 1Build thorough customer profiles using the consultative sales process and Financial Needs Assessment to uncover current and future financial needs.
- 2Recommend Retail banking products and services, including consumer loans and bankcards, and manage the loan process from application to closing.
- 3Proactively reach out to customers using CAMP and marketing tools to schedule periodic financial reviews and cross-sell solutions.
- 4Engage in outside sales activities such as business sales calls and community financial literacy events to acquire new households and deepen relationships.
- 5Partner with Mortgage, Small Business, Commercial, and Investment teams to refer customers and deliver holistic financial solutions.
- 6Meet or exceed customer experience and production goals, contributing to the financial center's P&L growth.
- 7Provide guidance to CSRs on the sales and referral process, ensuring a consistent customer experience.
- 8Maintain confidentiality and adhere to the Bancorp Code of Business Conduct and all policies to mitigate risk and fraudulent activity.
- 9Participate in the opening and closing of the financial center, ensuring operational readiness and security.
Requirements8
- 1College degree or equivalent work experience demonstrating transferable skills.
- 2Prior experience in the financial industry preferred.
- 3Demonstrated sales ability to acquire new consumer and small business customers or cross-sell to existing clients.
- 4Strong math skills to analyze credit and financial information.
- 5Professional communication skills, both verbal and written, with a customer-first demeanor.
- 6Ability to learn and apply retail banking policies and procedures to make sound decisions.
- 7S.A.F.E. Act registration through NMLS at the time of employment.
- 8Willingness to travel within the affiliate for training and classroom sessions, with flexible scheduling.
Salary Insight
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