Personal Banker Associate I

3 months ago

Suttons Bay, 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 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-AN1

Personal Banker Associate I

LOCATIONSuttons Bay, Michigan 49682

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

    7 days ago

    Suttons Bay, 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...

  • Personal Banker Associate

    2 days ago

    Green Bay, Wisconsin, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our team. As a key member of our National Branch Network, you will provide exceptional support to customers across various branch locations, ensuring seamless service delivery and building strong relationships.Key ResponsibilitiesProvide proactive...

  • Personal Banker Associate

    3 days ago

    Green Bay, Wisconsin, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused Personal Banker Associate to join our team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesProvide support across a variety...

  • Retail Banking Professional

    1 week ago

    Suttons Bay, 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 play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Personal Banker

    2 weeks ago

    Green Bay, Wisconsin, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our team at Quality Talent Group. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in providing exceptional customer experiences and driving business growth.Key ResponsibilitiesProvide support across a...

  • Personal Banker

    1 week ago

    Green Bay, Wisconsin, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Roving Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key...

  • Personal Banker Space Coast District

    4 weeks ago

    Palm Bay, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Space, Customer Experience, Banker, Financial, Technology, Banking, Relationship

  • Retail Banking Professional

    7 days ago

    Suttons Bay, 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 build strong relationships with customers, provide exceptional service, and help them achieve their financial goals.Key ResponsibilitiesUse a consultative approach to...

  • Retail Banking Professional

    2 weeks ago

    Suttons Bay, 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 play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Retail Banking Professional

    3 weeks ago

    Suttons Bay, 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 a...

  • Retail Banking Professional

    2 weeks ago

    Suttons Bay, 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 a...

  • Personal Banker Bilingual Green Bay University

    7 days ago

    Green Bay, Wisconsin, United States WELLS FARGO BANK Full time

    About This RoleWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team in Green Bay. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our customers.Key ResponsibilitiesParticipate in proactive outreach...

  • Personal Banker

    1 week ago

    Green Bay, Wisconsin, United States Quality Talent Group Full time

    About This RoleWe are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will provide exceptional support to our customers and colleagues across a variety of branch locations.Key ResponsibilitiesProvide proactive...

  • Personal Banker Bilingual Green Bay University

    2 weeks ago

    Green Bay, Wisconsin, United States WELLS FARGO BANK Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Wells Fargo Bank. As a Personal Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with exceptional service and support to help them achieve their financial goals.Key...

  • CSR/Teller - Suttons Bay - Full Time

    2 months ago

    Suttons Bay, 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...

  • Customer Relationship Banker

    4 weeks ago

    Whitefish Bay, Wisconsin, United States Associated Banc-Corp Full time

    About Associated Bank:At Associated Bank, we are dedicated to fostering an inclusive environment where diverse perspectives are not only valued but are also seen as essential to our success. If you are looking for a workplace that encourages your personal and professional growth, Associated Bank could be the ideal fit for you.Position Overview:Under the...

  • Personal Banker Bilingual Green Bay University

    1 week ago

    Green Bay, United States Wells Fargo Bank Full time

    Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package,...

  • Personal Banker

    4 months ago

    Horseshoe Bay, United States PROSPERITY BANK Full time

    Job DescriptionJob DescriptionPOSITION PURPOSEResponsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and...

  • Private Client Associate

    2 weeks ago

    Green Bay, Wisconsin, United States Nicolet National Bank Full time

    Job DescriptionAbout Nicolet National BankNicolet National Bank is a community bank that values its customers and employees. Our core values drive our decision-making, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment...

  • Clinical Pharmacist I

    1 week ago

    Coos Bay, Oregon, United States Bay Area Hospital Full time

    Clinical Pharmacist IJob Summary:The Clinical Pharmacist I is responsible for providing a broad range of inpatient and outpatient pharmaceutical care services to ensure safe, effective, and prompt medication therapy. This role involves working in collaboration with multidisciplinary care providers to monitor, assess, and provide clinical interventions to...