Retail Personal Banker Associate I (Roosevelt) at Fifth Third Bank | Monroe, NC, US | Rezi

Retail Personal Banker Associate I (Roosevelt) at Fifth Third Bank

Retail Personal Banker Associate I (Roosevelt)

Fifth Third Bank · Monroe, NC, US

1 weeks ago

Retail Personal Banker Associate I (Roosevelt)

Fifth Third Bank · Monroe, NC, US

12 days ago
Resume preview

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

Target Resume Now
Resume preview

Tailor your resume to this Retail Personal Banker Associate I (Roosevelt) role.

Rezi rewrites your resume against Fifth Third Bank's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Retail Personal Banker Associate I (Roosevelt) posting at Fifth Third Bank — free, in seconds.

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 position involves processing teller transactions and platform staff duties.

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.
  • Provide guidance to CSRs with respect to the sales and referral process.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Answer customer questions and own customer issues.
  • Maintain confidentiality of all business information.
  • 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.
  • Stay up-to-date on Retail procedures to mitigate fraudulent activity and unnecessary risk.

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 for credit and financial 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 Analysis
  • Communication

Location

  • Monroe, North Carolina 28110

Work Type

  • Onsite
  • Full-time

Experience Level

  • Entry Level

Education Level

  • College degree or equivalent experience

Salary/Compensations

  • The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range 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 physical, financial, emotional and social well-being

About the Company

  • We connect great people to great opportunities.
  • Make banking a Fifth Third better®
  • At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
  • Fifth Third Bank, National Association is proud to have an engaged and inclusive culture.

Equal Opportunity

  • 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.