Search jobs > Charleston, SC > Personal banker

Retail Personal Banker Associate I- Charleston

Fifth Third Bank
Charleston, SC, United States
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.

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 DUTIESAND 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.

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.

LI-HT1

Retail Personal Banker Associate I- Charleston

LOCATION Charleston, South Carolina 29412

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.

2 days ago
Related jobs
Fifth Third Bank
Charleston, South Carolina

Retail Personal Banker Associate I- CharlestonLOCATION -- Charleston, South Carolina 29412. 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 c...

Fifth Third Bank
Charleston, South Carolina

Retail Personal Banker Associate I- Charleston. 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 progra...

JPMorgan Chase Bank, N.A.
Charleston, South Carolina

Job responsibilities * Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings * Performs branch operations which may include ma...

adidas
Charleston, South Carolina

We are calling all Store Associates who don’t accept what “was” or what “is,” but those who want to create what will be, and who share our desire to make a difference. We could list tired, old bullet points about Store Associate tasks but we’re confident you already know that. Here’s a bit about the...

USLI
Charleston, South Carolina

There is an expectation for enrollment in continuing education to maintain state licenses and to support both professional and personal development as outlined in the annual Individual Development Plan. We are seeking 2+ years (Associate Claim Examiner) or 7+ years (Claim Examiner) of relevant exper...

Adidas
Charleston, South Carolina

We are calling all Store Associates who don’t accept what “was” or what “is,” but those who want to create what will be, and who share our desire to make a difference. We could list tired, old bullet points about Store Associate tasks but we’re confident you already know that. Here’s a bit about the...

300 Banana Republic, LLC
North Charleston, South Carolina

As a Brand Associate, you’re an integral part of our team and bring our brand to life for our customers. Be accountable to personal goals which contribute to overall store goals and results. Passionate about retail and thrive in a fastpaced environment. Able to utilize retail technology. ...

adidas
Charleston, South Carolina

P/T Retail Store Associate - Charleston Tange, 6172, Charleston, SC 1. We are calling all Store Associates who don’t accept what “was” or what “is,” but those who want to create what will be, and who share our desire to make a difference. We could list tired, old bullet points about Store Associate ...

JPMorgan Chase & Co.
Charleston, South Carolina

Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn . As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional...

Promoted
Dunavant Sea Lane Express, LLC
Mount Pleasant, South Carolina

Responsible for handling customer service issues at the Charleston terminal as well as training directly with management in other facets of operations. Ensures containers are dropped in accordance with customer needs and/or requests. Requests and monitors last free day and return dates to avoid char...