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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Retail Personal Banker Associate I

Retail & Commercial BankingPosted on Nov 13
Full-timeCharlotte, NC, USANo salary listed

About the Job

Requirements

  • A college degree, work experience providing transferable skills, or a combination of education and experience is required.
  • Experience in the financial industry is preferred.
  • Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures to exercise good judgment in making sound decisions.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
  • Ability to travel within the affiliate for training and flexibility in scheduling are required.
  • Travel outside the affiliate for classroom training is required.

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 and services, and recommend appropriate solutions using the bank's value proposition.
  • Use CAMP and other approved marketing tools to proactively contact customers and set appointments for periodic financial reviews.
  • Focus primarily on cross-selling to existing customers and engaging in directed outside sales activities, including onsite Membership Advantage presentations, business sales calls, and community financial literacy events.
  • Establish close working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate to provide timely, holistic financial solutions.
  • Meet or exceed customer experience and individual and team production goals, and enhance year-over-year revenue growth as measured by the Financial Center profit and loss.
  • Provide guidance to Customer Service Representatives regarding the sales and referral process.
  • Promote customer satisfaction through a friendly, helpful demeanor and professionalism.
  • Answer customer questions confidently and take ownership of customer issues.
  • Maintain customer and business confidentiality as a position of trust and responsibility.
  • Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
  • Follow established policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
  • Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Stay current on Retail procedures for mitigating fraudulent activity and unnecessary risk or exposure.
  • Process teller transactions and work as a member of the platform staff.
  • Identify, assess, manage, monitor, and report risks while following the bank's risk policies and procedures.

Desired Qualifications

  • Experience in the financial industry.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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