Personal Banker Associate I

Job Description

Personal Banker Associate I – Louisville, KY | Fifth Third Bank

The Tone:
This is a full-time role at Fifth Third Bank, located in Louisville, Kentucky. Fifth Third Bank connects individuals to opportunities within banking. This position is vital for helping customers and prospects achieve their financial goals by providing tailored solutions and ensuring a positive banking experience. The role focuses on developing financial expertise and delivering excellent service to improve the lives of customers and the community.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Louisville, Kentucky
• Mission: Help customers and prospects meet their financial needs through consultative sales and service, while also performing essential teller duties.
• Tech Stack: CAMP

What You’ll Actually Do
• Customer Needs: Proactively identify and meet current and future financial needs of customers and prospects by utilizing the consultative sales process and Financial Needs Assessment to build a thorough profile.
• Product Expertise: Maintain expertise in Retail consumer and small business products and services, recommending appropriate solutions that align with the bank’s value proposition.
• Sales & Outreach: Engage in proactive outreach using CAMP and other marketing tools, including outside sales activities like onsite presentations and business calls, to cross-sell to existing customers and acquire new households.
• Partner Collaboration: Establish and nurture strong working relationships with assigned business partners across Mortgage, Small Business, Commercial, and Investment sectors, making appropriate referrals for comprehensive financial solutions.
• Transaction & Lending: Perform essential teller transactions and actively participate in the platform staff, while also managing the consumer loan and bankcard process from application through closing.

The Must-Haves
• Background: Entry-Level. Possess a college degree or equivalent work experience that provides transferrable skills, or a combination of both education and experience.
• Experience: Demonstrated ability to comfortably engage in sales activities aimed at acquiring new consumer households and small business customers, and effectively cross-selling to established clients.
• Skills:
* Proficiency in consultative sales processes and conducting financial needs assessments.
* Ability to apply advanced math functions for the analysis of credit and financial information.
* Professional communication skills, both verbal and written, representing Fifth Third Bank effectively.
* A developed working knowledge of Retail policies and procedures to exercise sound judgment in decision-making.
* Ability to obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Bonus: Previous experience within the financial industry is preferred.