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Personal Banker Associate I
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 ability to build relationships and cross-sell financial products. Proficient in maintaining confidentiality and adhering to retail policies while achieving customer experience and production goals.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationAdvanced Math FunctionsCustomer Relationship Management
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 AnalysisRetail Product KnowledgeTeller TransactionsConsumer Loan ProcessingBankcard Processes
Soft Skills
Verbal CommunicationWritten CommunicationRelationship BuildingSound JudgmentScheduling Flexibility
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryConsumer BankingSmall Business ServicesFraud MitigationRisk Management
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 customers' current and future financial needs
- Recommend Retail consumer and small business products and services
- Use CAMP and approved marketing tools to contact customers and set financial review appointments
- Cross-sell to existing customers and participate in outside sales activities
- Build relationships with Business Partners and make appropriate referrals
- Meet customer experience and individual/team production goals
- Provide guidance to CSRs on sales and referral processes
- Process teller transactions and work as part of the platform staff
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Maintain confidentiality, follow policies and procedures, and mitigate fraud and risk
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 required at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
- Ability to travel within the affiliate for training
- 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
- Training and education program
- Opportunity to demonstrate skills through certification at program conclusion