Personal Banker Associate I - Henderson, KY
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. Content: - Intro: "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." This is marketing fluff; maybe we can include as part of About the role? It's not a heading but we can put in
. - "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." That's description of role; could be "About the role" or "Responsibilities"? Actually responsibilities list later. - Then "Essential Duties And Responsibilities" list bullet points (though not bullet but sentences). We'll need to extract each duty as
maybe under About the role? Or we could have a separate section? There's no heading for Location in allowed headings; we could just put in a
. - Then the rest about search firms, EEO etc. Remove boilerplate. Thus we need sections: About the role (maybe using the General Function paragraph), Responsibilities (Essential Duties), Requirements (Minimum Knowledge, Skills And Abilities), maybe Skills? Could combine Requirements and Skills but we have separate headings allowed: Requirements, Qualifications, Skills. We could put the Minimum Knowledge, Skills And Abilities under Requirements (or Skills). Since they ask for "Minimum Knowledge, Skills And Abilities Required", that fits Requirements. We could also have a Qualifications section for education/experience? But we can just use Requirements. We need to avoid repeating job title as heading. Not include Job ID. We'll output:
About the role
... (General Function paragraph)
Responsibilities
- ... each duty
Requirements
- ... each requirement
Working Conditions
but not in allowed headings list; allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Working Conditions not allowed, so we should not create that heading. Could we incorporate working conditions into About the role or Responsibilities? Probably not; but we could drop it as it's not required heading. However we must preserve ALL substantive information; we cannot drop working conditions if it's substantive. But we can embed it in aunder About the role or Responsibilities? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use those for section headings. It doesn't say we cannot have other headings, but likely they want only those. Safer to not add extra headings; we can put working conditions in a
under About the role or maybe under Responsibilities? It's not a duty but a condition. Could add a
after Responsibilities. We'll keep it as a
after Responsibilities maybe titled "Working Conditions" as plain text? But that would be a heading if we use
. Better to just include as a
without heading. Thus final HTML:
About the role
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
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