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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 role focuses on using a consultative sales process to meet customer financial needs, acquire new households, and deepen existing relationships. The Personal Banker I processes teller transactions and works as part of the platform staff, while being responsible and accountable for risk management and 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.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Focus 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.
Consistently meet/exceed customer experience and individual/team production goals.
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.
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
Relationship Building
Cross-selling
Communication
Problem Solving
Risk Management
Math Functions
Interpersonal Skills

Location

Los Gatos, California 95030

Work Type

Full-time
Onsite

Experience Level

Entry Level

Education Level

College degree or equivalent experience

Salary/Compensations

43,680.00 - 69,900.00 USD Annual

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.