Personal Banker

2 days ago

Columbus, United States Fifth Third Bank Full time

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank‘s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIESAND 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 our value proposition.
  • Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
  • Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
  • Provide guidance to CSRs with respect to the sales and referral process.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Act with confidence by answering customer questions and owning customer issues.
  • Maintain a position of trust and responsibility by keeping all business confidential.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
  • Adhere to established policies and procedures while opening/servicing the full range of Retail products.
  • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • College degree or work experience providing transferrable skills, or, combination of education and experience.
  • Experience in the financial industry preferred.
  • Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

  • Normal office environment.
  • Extending viewing of computer screens.
  • This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
  • Travel outside of the affiliate will be required for various classroom training sessions.

#LI-SB1

Personal Banker Associate I

LOCATION -- Columbus, Ohio 43232

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

  • Personal Banker

    4 days ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    7 days ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    9 hours ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    3 weeks ago

    Columbus, Ohio, United States PNC Financial Services Group Full time

    Job Description:As a Personal Banker at PNC Financial Services Group, you will play a crucial role in strengthening customer relationships through a defined sales process. Your primary responsibility will be to engage customers in sales conversations to identify appropriate financial solutions, ultimately elevating client loyalty.Key Responsibilities:Acquire...

  • Personal Banker Associate II

    3 months ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Premier Banker

    3 weeks ago

    Columbus, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Financial Services Professional

    2 weeks ago

    Columbus, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Lead CSR/Teller

    2 weeks ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Lead CSR/Teller

    19 hours ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Lead CSR/Teller

    6 days ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...

  • Relationship Banker

    4 weeks ago

    Columbus, Indiana, United States Old National Bank Full time

    Client Relationship SpecialistOld National Bank is seeking a Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will be responsible for developing and cultivating long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.Key Responsibilities:Develop and grow...

  • Lead Full Time

    4 days ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...

  • Lead Full Time

    7 days ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex...

  • Lead CSR/Teller

    2 months ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable...

  • CSR/Teller - German Village (Columbus, OH) - Full Time

    2 days ago

    Columbus, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for...

  • Full Time

    8 hours ago

    Columbus, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for...

  • Tax Manager

    3 weeks ago

    Columbus, Ohio, United States Schneider Downs & Co., Inc. Full time

    As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring,...

  • Tax Senior Manager

    2 weeks ago

    Columbus, United States Spartan Placements LLC Full time

    SUMMARY - TAX SENIOR MANAGER As a Tax Senior Manager, you will provide tax consulting and compliance services, as well as oversee all aspects of the tax planning, preparation and review process for tax engagements. In this role, you will maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new...

  • Client Relationship Representative

    2 months ago

    Columbus, United States First Merchants Bank Part time

    Job DescriptionJob DescriptionFirst Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Part Time to join our team! This part-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future...

  • Tax Senior Associate

    2 weeks ago

    Columbus, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...