Personal Banker Associate I - Parmer & I-35 at Fifth Third Bank | Austin, TX, US | Rezi

Personal Banker Associate I - Parmer & I-35 at Fifth Third Bank

Personal Banker Associate I - Parmer & I-35

Fifth Third Bank · Austin, TX, US

1 months ago

Personal Banker Associate I - Parmer & I-35

Fifth Third Bank · Austin, TX, US

2 months ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Selected candidates will become a Retail Personal Banker I after completing an on-boarding and education program. This program includes rotations in operations and Sales & Service, concluding with a certification to demonstrate necessary skills. The Personal Banker I role focuses on using a consultative sales process to meet customer financial needs, acquire new households, and deepen existing relationships. Responsibilities include processing teller transactions and working as part of the platform staff, while managing risks and ensuring a positive customer experience.

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.
  • Engage in outside sales activities, such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers for holistic financial solutions.
  • Consistently meet/exceed customer experience and individual/team production goals, enhancing year-over-year revenue growth.
  • 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.
  • Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

  • College degree or work experience providing transferrable skills, or, combination of education and experience.
  • 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 for credit and financial information analysis.
  • 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 to make sound decisions.
  • Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Skills

  • Sales
  • Customer Service
  • Financial Needs Assessment
  • Consultative Sales Process
  • Cross-selling
  • Risk Management
  • Communication

Location

  • Austin, Texas 78753

Work Type

  • Onsite
  • Full-time

Experience Level

  • Entry Level

Education Level

  • College degree or equivalent experience

Salary/Compensations

  • Salary is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Benefits

  • Comprehensive benefits
  • Differentiated compensation offerings
  • Programs designed to support individual needs encompassing physical, financial, emotional and social well-being.

About the Company

  • Fifth Third Bank is a financial institution focused on connecting great people to great opportunities and making banking better.
  • Since 1858, Fifth Third has been helping individuals, families, businesses and communities grow through smart financial services.
  • The company is committed to taking care of its customers, employees, communities, and shareholders, aiming to be the nation's highest performing regional bank and the most valued and trusted bank.

Equal Opportunity

  • Fifth Third Bank, National Association promotes and ensures 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.