Personal Banker Associate I- Union Lake Commerce
About the Role
Selected candidates will become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The program concludes with a certification that demonstrates the skills needed to succeed in the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing relationships through lobby leadership, aisle time, and tele‑consulting. The role also processes teller transactions and works as a member of the platform staff while upholding risk policies 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 an 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 such as Membership Advantage onsite presentations, business sales calls, and community financial‑literacy events.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, Investment) and refer customers to provide timely, holistic financial solutions.
- Consistently meet or exceed customer‑experience and production goals, enhancing 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.
- Answer customer questions confidently and own customer issues to resolution.
- Maintain trust and responsibility by keeping all business information 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 and servicing the full range of retail products.
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- Assist in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Stay current on retail procedures that 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 comfortably engage in sales activities designed to acquire new consumer households and small‑business customers or cross‑sell to established customers.
- Understanding of advanced math functions to analyze credit and financial information.
- Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
- Ability to develop a working knowledge of retail policies and procedures and use good judgment in decision‑making.
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS), including completion of the MU4R questions and registration.
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, as well as travel outside the affiliate for various classroom training sessions.
Benefits
Fifth Third offers Total Rewards that include comprehensive benefits and differentiated compensation offerings designed to support physical, financial, emotional, and social well‑being. Detailed information is available on the Fifth Third Careers benefits page.
Pay
The base salary reflects the range for all roles within this pay grade across the U.S. Individual salaries vary based on role, relevant skillset, experience, education, and geographic location.
Location
Commerce Township, Michigan 48382