Personal Banker Associate I

2 months ago


Louisville, 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-SK1

Personal Banker Associate I - Downtown Louisville and surrounding areas

LOCATIONLouisville, Kentucky 40203

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

    2 weeks ago


    Louisville, 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

    1 week ago


    Louisville, 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


    Louisville, 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...


  • Louisville, 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...


  • Louisville, 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...


  • Louisville, 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. Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the...


  • Louisville, 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...


  • Louisville, 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...


  • Louisville, KY, 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.Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the...


  • Louisville, 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...


  • Louisville, 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...

  • Personal Banker

    1 month ago


    Louisville, United States Republic Bank Full time

    "Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspects of the company to prepare for future advancement.Come join our team for a career, not just a job!" Grade 7 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we...


  • Louisville, United States Woodforest National Bank Full time

    Teller Retail Banker -065976DescriptionTake the next step toward your new career today!Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on...

  • Universal Banker

    6 months ago


    Louisville, United States Republic Bank Full time

    "Republic Bank believes in the development and advancement of our associates.We offer the opportunity to learn all aspects of the company to prepare for future advancement.Come join our team for a career, not just a job! " Grade 6 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we...

  • Universal Banker

    2 days ago


    Louisville, United States WesBanco Bank Inc. Full time

    Universal Banker - St Matthews #79-7193 Louisville, Kentucky Apply for this job now! Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be St Matthews. Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements High school diploma or GED...

  • Universal Banker

    4 weeks ago


    Louisville, Tennessee, United States First Horizon Bank Full time

    Job SummaryWe are seeking a skilled Universal Banker to join our team at First Horizon Bank. As a key member of our banking center, you will be responsible for providing exceptional customer service, processing financial transactions, and working with clients to open and administer their accounts.Key Responsibilities:Collaborate with team members to deliver...


  • Louisville, Kentucky, United States Fifth Third Full time

    Unlock Your Potential at Fifth Third BankWe're seeking a talented individual to join our team as a Retail Personal Banker Associate II. As a key member of our team, you'll play a crucial role in helping customers achieve their financial goals.Key Responsibilities:• Utilize the consultative sales process to build strong relationships with customers and...


  • Louisville, Kentucky, United States Big I Kentucky Full time

    {"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Big I Kentucky. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, answering their inquiries, and resolving any issues that may...


  • Louisville, Kentucky, United States Ivy Technology Full time

    Maintenance Technician I Job SummaryAs a Maintenance Technician I at Ivy Technology, you will be responsible for performing repairs, adjustments, and ongoing maintenance of facilities. This role requires a creative and proactive contributor who is focused on continuous improvement.Key Responsibilities:Perform electrical, welding, painting, plumbing, and/or...

  • F&I Manager

    3 weeks ago


    Louisville, United States Camping World Full time

    **Camping World is seeking a** **Finance & Insurance Manager** **to join our growing team.** **Are you working long hours in your current Finance & Insurance role or do not see the reward for your efforts? Camping World is seeking an experienced Finance & Insurance Manager (F&I). If you are a self-motivated professional with superior customer service skills...