Personal Banker Associate I - Jackson Crossing

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About the role

Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑week on‑boarding and education program that includes rotations in operations and Sales & Service. At the conclusion of the program there is a certification to demonstrate the skills necessary to perform 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, acquiring new households and/or deepening existing customer relationships through lobby leadership, aisle time, tele‑consulting, and processing teller transactions as part of the platform staff. The role emphasizes risk awareness, ethical conduct, and delivering a positive customer experience.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using the bank’s value proposition.
• Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Focus on cross‑selling to existing customers and engage in outside sales activities (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) and refer customers when appropriate for timely, 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 regarding 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 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.
• Stay current on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort with sales activities aimed at acquiring new consumer households and small business customers and/or cross‑selling to established customers.
• Ability to demonstrate understanding of advanced math functions that allow analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Working Conditions

Normal office environment with extended viewing of computer screens. The program requires the ability to travel within the affiliate for training and scheduling flexibility, and travel outside the affiliate for various classroom training sessions.

Benefits

Fifth Third offers a Total Rewards package that includes comprehensive benefits and differentiated compensation offerings to support employees’ physical, financial, emotional, and social well‑being. Details can be reviewed on the 53.com Careers benefits page: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting