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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 to effectively identify and meet customer financial needs. Proficient in cross-selling retail consumer and small business products while adhering to risk management and compliance standards.
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
Retail Consumer ProductsSmall Business ProductsCross-SellingTeller TransactionsFinancial AnalysisLoan ProcessingBank Policy ComplianceRisk ManagementFraud PreventionCustomer Experience Goals
Soft Skills
Verbal CommunicationWritten CommunicationProfessional AppearanceJudgmentRelationship Building
Tools & Technologies
CAMPMarketing ToolsFinancial Review Appointments
Certifications & Qualifications
S.A.F.E. Act RegistrationNMLS Registration
Industry Keywords
Financial IndustryConsumer LoansBanking OperationsSales ActivitiesCustomer Service Representatives
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
- 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 Mortgage, Small Business, Commercial and Investment business partners and refer customers appropriately
- Meet customer experience and individual/team production goals
- Provide guidance to CSRs on sales and referral processes
- Answer customer questions and own customer issues
- Process teller transactions and work as part of platform staff
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Follow risk management, fraud prevention, confidentiality, ethics, and bank policy requirements
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 of 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
- Training and classroom development sessions