Personal Banker Associate I - 35th & Jefferson at Fifth Third Bank | Austin, TX, United States | Rezi

Personal Banker Associate I - 35th & Jefferson at Fifth Third Bank

Personal Banker Associate I - 35th & Jefferson

Fifth Third Bank · Austin, TX, United States

3 days ago

Personal Banker Associate I - 35th & Jefferson

Fifth Third Bank · Austin, TX, United States

4 days ago
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About the Role

Selected candidates will become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. This program includes operations and Sales & Service rotations, concluding with a certification to demonstrate necessary skills. The Personal Banker I role focuses on using a consultative sales process to proactively identify and meet customer financial needs, acquiring new households, and deepening existing customer relationships through various activities. This role also processes teller transactions and works as part of the platform staff.

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 as directed.
  • Establish close working relationships with assigned Business Partners, 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.
  • 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

  • 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.
  • 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
  • Product Knowledge
  • Marketing Tools
  • Cross-selling
  • Referral Management
  • Communication
  • Problem Solving
  • Confidentiality
  • Ethical Behavior
  • Risk Mitigation

Location

  • Austin, Texas 78703

Work Type

  • Full-time
  • Onsite

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

  • Make banking a Fifth Third better®
  • We connect great people to great opportunities.
  • Fifth Third Bank, National Association is proud to have an engaged and inclusive culture.

Equal Opportunity

  • Fifth Third Bank 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.