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Retail Personal Banker Associate I (SALES) Bench Hire

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 & RESPONSIBILITIES:
Sales/Goals Function:
o Use the consultative sales process and Financial Needs Assessment to build a thorough
customer profile and identify current and future financial needs.
o Maintain an in-depth knowledge of Retail consumer and small business products/services and
recommend appropriate solutions using our value proposition.
o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and
set appointments for periodic financial reviews.
o 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.
o 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.
o 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.
o Provide guidance to CSRs with respect to the sales and referral process.
Customer Service:
o Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
o Act with confidence by answering customer questions and owning customer issues.
o Maintain a position of trust and responsibility by keeping all business confidential.
o Follow the Bancorp Code of Business Conduct and Ethics and other related policies,
maintaining ethical behavior at all times.
Bank Operations:
o Adhere to established policies and procedures while opening/servicing the full range of Retail
products.
o Participate in the consumer loan and bankcard process, owning sourced loans from application
through closing.
o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by
the Financial Center Manager.
o 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.


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