Talent.com
Personal Banker Associate I-CLT East
Personal Banker Associate I-CLT EastFifth Third Bancorp • Charlotte, NC, US
Personal Banker Associate I-CLT East

Personal Banker Associate I-CLT East

Fifth Third Bancorp • Charlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Make Banking A Fifth Third Better

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 And 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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • 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.
  • 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.
  • 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 by the Financial Center Manager.
  • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

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 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.
  • 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.

    Create a job alert for this search

    Personal Banker • Charlotte, NC, US

    Related jobs
    Retail Personal Banker Associate II- Belmont and Surrounding Areas

    Retail Personal Banker Associate II- Belmont and Surrounding Areas

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Make Banking A Fifth Third Better.Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Ope...Show more
    Last updated: 30+ days ago • Promoted
    Retail Personal Banker Associate I- Park Road

    Retail Personal Banker Associate I- Park Road

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 23 days ago • Promoted
    Bilingual Retail Sales Associate

    Bilingual Retail Sales Associate

    SPECTRUM • Gaston, NC, US
    Full-time +1
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show more
    Last updated: 2 days ago • Promoted
    Personal Banker

    Personal Banker

    PNC • Matthews, NC, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 6 days ago • Promoted
    Retail Personal Banker Associate I - Belmont and Surrounding Areas

    Retail Personal Banker Associate I - Belmont and Surrounding Areas

    Fifth Third Bancorp • Belmont, NC, US
    Full-time
    Retail Personal Banker Associate I - Belmont and Surrounding Areas.Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a c...Show more
    Last updated: 30+ days ago • Promoted
    Retail Personal Banker Associate I- Arboretum

    Retail Personal Banker Associate I- Arboretum

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 23 days ago • Promoted
    Retail Sales Associate

    Retail Sales Associate

    SPECTRUM • Statesville, NC, US
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show more
    Last updated: 2 days ago • Promoted
    Premier Relationship Banker II

    Premier Relationship Banker II

    First Citizens Bank • Charlotte, NC, US
    Full-time
    This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners.Strengthens and m...Show more
    Last updated: 30+ days ago • Promoted
    Bank Sales & Service Representative (Teller)

    Bank Sales & Service Representative (Teller)

    First Citizens Bank • Newton, NC, US
    Full-time
    Are you a people person? Be a First Citizens person.Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer ser...Show more
    Last updated: 17 days ago • Promoted
    Personal Banker Associate I- CLT South

    Personal Banker Associate I- CLT South

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Personal Banker Associate I- CLT South.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Th...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker Associate I- Uptown

    Personal Banker Associate I- Uptown

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Personal Banker Associate I- Uptown.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third...Show more
    Last updated: 16 hours ago • Promoted • New!
    Relationship Banker II (Eastover Branch)

    Relationship Banker II (Eastover Branch)

    Regions Financial • Charlotte, NC, US
    Full-time
    At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker or Senior Relationship Banker- Northcross

    Relationship Banker or Senior Relationship Banker- Northcross

    Truist • Huntersville, NC, US
    Full-time +1
    Job Opportunity at Truist Financial Corporation.Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new ...Show more
    Last updated: 30+ days ago • Promoted
    Retail Personal Banker Associate I- Roosevelt

    Retail Personal Banker Associate I- Roosevelt

    Fifth Third Bancorp • Monroe, NC, US
    Full-time
    Retail Personal Banker Associate I.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third ...Show more
    Last updated: 23 days ago • Promoted
    Wireless Retail Sales Associate

    Wireless Retail Sales Associate

    SPECTRUM • Hickory, NC, US
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and sell...Show more
    Last updated: 4 days ago • Promoted
    Relationship Banker

    Relationship Banker

    First Horizon • Mount Holly, NC, US
    Full-time
    The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs.In this r...Show more
    Last updated: 9 days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    AT&T • Clover, SC, US
    Full-time
    Join an elite group of sales professionals bringing customized, white glove experiences directly in the customers home.Field Sales Representatives at AT&T are driven to connect every interaction i...Show more
    Last updated: 2 days ago • Promoted
    Personal Banker Associate I-CLT South

    Personal Banker Associate I-CLT South

    Fifth Third Bancorp • Charlotte, NC, US
    Full-time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 30+ days ago • Promoted