Personal Banker Associate I

5 days ago


Okemos, 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 I after completing a 9 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-AN1

Personal Banker Associate I LOCATION -- Okemos, Michigan 48864

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.



  • Okemos, Michigan, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Personal Banker Associate I. In this role, you will have the opportunity to work with a diverse range of customers, providing personalized financial solutions and building long-term relationships.Key ResponsibilitiesUse a consultative approach...


  • Okemos, Michigan, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Personal Banker Associate I. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Engagement: Use the...


  • Okemos, Michigan, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Personal Banker Associate I. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Engagement: Use the...


  • Okemos, United States Michigan Nurses Association Full time

    Job DescriptionJob DescriptionAbout us: The mission of the Michigan Nurses Association (MNA) is to represent professional registered nurses, healthcare professionals, as well as all members. Through the MNA, members shall act to educate, advocate, organize, and collectively bargain to promote professional practice, quality patient outcomes, and healthy...


  • Okemos, United States Michigan Nurses Association Full time

    About us: The mission of the Michigan Nurses Association (MNA) is to represent professional registered nurses, healthcare professionals, as well as all members. Through the MNA, members shall act to educate, advocate, organize, and collectively bargain to promote professional practice, quality patient outcomes, and healthy communities. The mission shall be...


  • Okemos, United States Marshalls Full time

     All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like working here. Everyone encourages each other and embraces the excitement that can come with change. Each shift...

  • Sales Associate

    8 hours ago


    Okemos, Michigan, United States Chico's Full time

    Job Title: Sales AssociateAt Chico's, we're looking for a talented Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and driving sales growth.Key Responsibilities:Provide outstanding customer service, ensuring a positive shopping...

  • Lead Service Associate

    4 months ago


    Okemos, United States Rite Aid Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Store Associate

    3 months ago


    Okemos, United States The Sherwin-Williams Company Full time

    The individual selected for this role will be expected to work at Store #1339, located at: 1850 W Grand River Ave, Okemos MI, 48864 This is position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams...


  • Okemos, Michigan, United States Tailored Brands Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Tailored Brands Inc. As a Seasonal Sales Associate, you will play a critical role in delivering an exceptional customer experience and driving sales growth in our retail stores.Key ResponsibilitiesEngage with customers to understand their needs...

  • Tax Associate

    2 months ago


    Okemos, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax AssociateHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a...

  • Sales Associate

    2 weeks ago


    Okemos, Michigan, United States Jars Cannabis Full time

    Job OverviewSales Associate - Retail SpecialistAre you ready to take your career to the next level? At Jars Cannabis, we combine innovation, community, and teamwork with premium cannabis products to set the benchmark in Michigan's cannabis sector.As a full-time Sales Associate - Retail Specialist, you will receive competitive compensation starting at $15 to...

  • Support Associate

    4 months ago


    Okemos, United States Chico's FAS Part time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store operations. This is achieved through performing various sales...


  • Okemos, Michigan, United States Tailored Brands Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Tailored Brands Inc. As a Seasonal Sales Associate, you will play a critical role in delivering an exceptional customer experience and driving sales growth in our retail stores.Key ResponsibilitiesEngage with customers to understand their needs...


  • Okemos, Michigan, United States Tailored Brands Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Tailored Brands Inc. As a Seasonal Sales Associate, you will play a critical role in delivering an exceptional customer experience and driving sales growth in our retail stores.Key ResponsibilitiesEngage with customers to understand their needs...

  • Sales Associate

    4 months ago


    Okemos, United States Chico's Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...


  • Okemos, Michigan, United States Gordon Food Service Full time

    About the RoleGordon Food Service is seeking a highly motivated and customer-focused Part Time Store Associate to join our team. As a key member of our retail division, you will play a vital role in providing exceptional customer service and supporting the success of our stores.Key ResponsibilitiesCustomer Service: Provide outstanding customer service,...


  • Okemos, United States Serra Auto Campus Full time

    Job DescriptionJob DescriptionJob Summary We are looking for an Automotive Sales Associate to join our growing team! The right candidate will be ambitious, have excellent interpersonal skills, and the ability to meet and exceed goals. Day-to-day tasks will include developing client relationships and providing product solutions that best meet our...


  • Okemos, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...


  • Okemos, United States Best Buy Careers Full time

    As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the skills and knowledge you need to confidently recommend the right tech products and solutions for each customer. By creating a great shopping experience and inspiring people with what’s possible, you’ll help us enrich lives through...