Retail Personal Banker Associate I

1 month ago

Chapel Hill, 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 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 DUTIES AND 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-DH2

Retail Personal Banker Associate I - Chapel Hill

LOCATIONChapel Hill, North Carolina 27514

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.

  • Retail Personal Banker Associate I

    2 months ago

    Chapel Hill, 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 4-8 week on-boarding and education program that includes rotations in operations and...

  • Retail Personal Banker Associate I

    1 month ago

    Chapel Hill, United States Fifth Third Bank, N.A. 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 onboarding and education program that includes rotations in operations and...

  • Personal Banker I

    4 weeks ago

    Spring Hill, 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 4-8 week on-boarding and education program that includes rotations in operations and...

  • Retail Banker I/Cherry Hill Mall

    4 weeks ago

    Cherry Hill, United States TD Bank Full time

    Retail Banker I/Cherry Hill Mall (20hrs) Work Location: United States of America Hours: 20 Pay Details: $22.00 - $28.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. Line of...

  • Relationship Banker

    1 week ago

    Chapel Hill, United States First Horizon Bank Full time

    Location: 201 S. Estes Drive, Chapel Hill, NC, 27514  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Town & Country Hardware - Sales Associate - Rental Department

    3 months ago

    Chapel Hill, United States Central Network Retail Group Full time

    Equipment Rental Experience is highly recommended for this position. Sales associates provide excellent customer service to CNRG customers by listening to customers, helping customers identify and clarify their needs, and reacting with accurate information and product recommendations.Essential Duties & ResponsibilitiesCustomer Service: Smile and greet all...

  • Town & Country Hardware - Sales Associate - Rental Department

    2 months ago

    Chapel Hill, United States Central Network Retail Group Full time

    Equipment Rental Experience is highly recommended for this position. Sales associates provide excellent customer service to CNRG customers by listening to customers, helping customers identify and clarify their needs, and reacting with accurate information and product recommendations. Customer Service: Smile and greet all customers who enter the department...

  • Town & Country Hardware - Sales Associate - Rental Department

    3 months ago

    Chapel Hill, United States Central Network Retail Group Full time

    Equipment Rental Experience is highly recommended for this position. Sales associates provide excellent customer service to CNRG customers by listening to customers, helping customers identify and clarify their needs, and reacting with accurate information and product recommendations. Essential Duties & ResponsibilitiesCustomer Service: Smile and greet all...

  • Retail Sales Associate

    2 months ago

    Chapel Hill, United States The Talbots Inc. Full time

    **Retail Sales Associate** ** **Location:** Chapel Hill, North Carolina US** Job Number 14246 Chapel Hill, North Carolina US Part Time Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine quality craftsmanship...

  • Retail Associate

    3 weeks ago

    Tribes Hill, United States Boston Beer Company Full time

    We are currently hiring a Retail Associate at Angry Orchard Cidery. The Retail Associate is responsible for the day-to-day floor operations of the retail shop. They are expected to maintain the highest-level retail experience to all guests. This person is expected to help drive and grow retail sales by helping create an exemplary retail experience. What...

  • Relationship Banker

    3 hours ago

    Wesley Chapel, Florida, United States Synovus Financial Full time

    Job SummarySynovus Financial seeks a skilled Relationship Banker to join our team. As a key member of our retail branch, you will serve as the primary point of contact for consumer and small business customers, providing expert guidance and support to help them achieve their financial goals.Key ResponsibilitiesEngage with customers to understand their...

  • Personal Banking Advisor II

    1 week ago

    Spring Hill, Tennessee, United States Fifth Third Full time

    Enhance Banking Experiences at Fifth Third GENERAL OVERVIEW: The selected individuals will embark on a journey to become a Retail Personal Banker II after completing a comprehensive 9-week onboarding and educational program. This program includes immersive rotations in Operations and Sales & Service, culminating in a certification that allows candidates to...

  • Retail Sales Associate

    2 months ago

    Rock Hill, United States Ollie's Bargain Outlet, Inc. Full time

    Retail Sales Associates assist Ollie's customers, merchandise great product and deals and help maintain our "semi-lovely" store appearance. Come join our 40-year history of retail success, and earn a 20% discount on all your Ollie's purchases.Primary Responsibilities:Greet and acknowledge every customer with Ollie's "Yes I Care, Yes I Can" approach to build...

  • Retail Sales Associate

    3 months ago

    Rock Hill, United States Ollie's Bargain Outlet, Inc. Full time

    Retail Sales Associates assist Ollie's customers, merchandise great product and deals and help maintain our "semi-lovely" store appearance. Come join our 40-year history of retail success, and earn a 20% discount on all your Ollie's purchases. Primary Responsibilities: Greet and acknowledge every customer with Ollie's "Yes I Care, Yes I Can" approach to...

  • Automotive eCommerce

    6 days ago

    Forest Hill, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...

  • Luxury Retail Sales Associate

    2 weeks ago

    Chestnut Hill, United States The Retail Network Full time

    Our client is a luxury ecommerce jeweler with "by appointment" showrooms throughout the US including a new location opening in Chestnut Hill, MA!This is an ideal job for someone who loves to share memorable moments with their customers and has experience in sales, hospitality, restaurant, etc.Starting rate is $24/hour plus annual target bonus of $7,000.You...

  • Relationship Banker

    1 week ago

    University Mall, Chapel Hill, NC, United States, 27514 First Horizon Bank Full time

    Location: 201 S. Estes Drive, Chapel Hill, NC, 27514  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Senior Banker

    2 months ago

    Chapel Hill, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Customer Financial Advisor

    1 week ago

    Spring Hill, Tennessee, United States Fifth Third Full time

    Enhance Banking Experiences at Fifth ThirdAt Fifth Third Bank, we connect talented individuals with exceptional career opportunities. Are you prepared to elevate your career in the banking sector?POSITION OVERVIEW:The selected candidates will embark on a journey to become a Retail Personal Banker I after completing a comprehensive onboarding and educational...

  • Nursing Support Associate I

    1 week ago

    Chapel Hill, North Carolina, United States UNC Health Care Full time

    Job OverviewPosition SummaryJoin a diverse and inclusive team dedicated to enhancing the health and wellness of the communities we serve. Our organization is committed to fostering a supportive environment for over 40,000 employees.The Medical Intensive Care Unit (MICU) is seeking a Clinical Support Technician to become an integral part of our team. This...