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Personal Banker Associate 1
Fifth Third Bank. Complete a 9-week onboarding and education program with rotations in operations and Sales & Service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales processes and financial needs assessments, with a strong focus on customer relationship management and cross-selling strategies. Proficient in understanding retail policies, risk management, and ethical conduct within the financial industry.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentCustomer Relationship ManagementS.A.F.E. Act RegistrationAdvanced Math Functions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCross-SellingTeller TransactionsConsumer Loan ProcessingBankcard Processes
Soft Skills
Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionTeam Collaboration
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesRisk ManagementFraud PreventionCustomer Experience
About the role
Key responsibilities & impact- Complete a 9-week onboarding and education program with rotations in operations and Sales & Service
- Use the consultative sales process and Financial Needs Assessment to identify customer financial needs
- Recommend Retail consumer and small business products and services
- Proactively contact customers and set appointments for periodic financial reviews using CAMP and approved marketing tools
- Cross-sell to existing customers and participate in outside sales activities
- Build relationships with Mortgage, Small Business, Commercial, and Investment partners and make referrals
- Meet customer experience and individual/team production goals
- Provide guidance to CSRs on sales and referral processes
- Answer customer questions, resolve customer issues, and promote customer satisfaction
- Process teller transactions and work as a member of platform staff
- Participate in consumer loan and bankcard processes from application through closing
- Open and close the Financial Center or Bank Mart as directed
- Follow risk management, confidentiality, ethical conduct, fraud prevention, and bank policies
Requirements
What you’ll need- College degree or work experience providing transferrable skills, or combination of education and experience
- Experience in the financial industry preferred
- Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
- Understanding of advanced math functions for analysis of credit and financial information
- Professional appearance and verbal/written communication
- Ability to develop working knowledge of Retail policies and procedures and exercise sound judgment
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
- Ability to travel within the affiliate for training
- Ability to travel outside the affiliate for classroom training
- Scheduling flexibility
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
- Differentiated compensation offerings
- Employee recognition through Total Rewards
- 9-week on-boarding and education program
- Certification opportunity at the conclusion of the program