Retail Personal Banker Associate I

3 months ago


Wilmington, 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 - Wilmington

LOCATIONWilmington, North Carolina 28412

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.

  • Wilmington, 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...


  • Wilmington, 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...


  • Wilmington, 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...

  • Retail Banker II

    3 weeks ago


    Wilmington, Delaware, United States TD Bank, N.A. Full time

    Job SummaryThe Retail Banker II is a key role within TD Bank, N.A. that requires a customer-centric approach to delivering exceptional banking solutions. As a Retail Banker II, you will be responsible for building and maintaining strong relationships with customers, providing personalized financial advice, and identifying opportunities to meet their banking...


  • Wilmington, North Carolina, United States Fifth Third Full time

    Transforming Banking ExperienceFifth Third Bank is committed to delivering exceptional customer service and financial solutions. As a Retail Personal Banker Associate I, you will play a vital role in achieving this goal.Key Responsibilities: Utilize the consultative sales process to identify customer needs and provide tailored financial solutions. Develop a...


  • Wilmington, North Carolina, United States Fifth Third Full time

    Job SummaryFifth Third is seeking a highly motivated and customer-focused individual to join our Retail Banking team as a Retail Personal Banker Associate I. This role is designed for individuals who are eager to learn and grow with our organization.About the RoleAs a Retail Personal Banker Associate I, you will have the opportunity to work with our...


  • Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryWSFS Bank is seeking a highly skilled Personal Banker III to join our team. As a Personal Banker III, you will be responsible for providing exceptional customer service and building strong relationships with our customers. You will work closely with our customers to understand their financial needs and provide personalized solutions to meet those...


  • Wilmington, Ohio, United States Fifth Third Full time

    Job Title: Personal Banker Associate IFifth 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 customers to understand their financial needs and provide personalized solutions to help them achieve their goals.Key...

  • Personal Banker

    1 month ago


    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...

  • Personal Banker II

    3 weeks ago


    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, United States First Citizens Bancshares, Inc. Full time

    Are you a people person Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking r Universal Banker, Sales, Representative, Senior, Customer Service, Banker, Retail


  • Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, North Carolina, United States JobGet Staffing Full time

    Exciting Opportunities at JobGet Staffing We are currently accepting applications for part-time positions in our art and craft store. As a Retail Sales Associate, you will be part of a stimulating, fast-paced and team-oriented culture. Our company, JobGet Staffing, is a world worth exploring - where dedication and achievement are rewarded.Starting part-time...


  • Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionSchedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...


  • Wilmington, United States SAS Retail Services Full time

    Are you a detail-orientated person who wants to work in retail? If yes, we have job for you handling product movement in grocery! We display it, we move it, we track it; making sure stores and their product suppliers have the best opportunities for optimal sales. When you join the SAS Retail Services team as a Retail Project Merchandiser, youll be making a...


  • Wilmington, United States SAS Retail Services Full time

    SAS Retail Services - JobID: PDX_ASI_EE41E87C-490C-4866-8DB4-B34AC8F32843 [Sales Associate / Team Member] As a Retail Sales Specialist at SAS Retail Services, you'll: Execute on client sales goals and increase sales volume through promotional activity; Ensure product visibility by maintaining client project standards regarding tagging, rotating, and placing...


  • wilmington, United States SAS Retail Services Full time

    Are you a detail-orientated person who wants to work in retail? If yes, we have job for you handling product movement in grocery! We display it, we move it, we track it; making sure stores and their product suppliers have the best opportunities for optimal sales. When you join the SAS Retail Services’ team as a Retail Project Merchandiser, you’ll be...