Retail Personal Banker I

GENERAL FUNCTION: 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 acquiringnewhouseholds 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 processingtellertransactions as well as working as a member of the platform staff.ESSENTIAL DUTIES & RESPONSIBILITIES:. Sales/Goals Function:o Consistently meet or exceed monthly/quarterly sales and cross sell goals for loans, deposits, and fee income, as set by management.o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness reporting (SFE)o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs with an emphasis on deepening and retaining customer relationships.o Utilize approved tools to proactively reach out to customers and set appointments for periodic financial reviews.o Establish close working relationships with assigned One Bank Business Partners (mortgage, business banking and investment), referring customers when appropriate to provide timely and holistic financial solutions.o Participate in the consumer loan and bankcard process, owning sourced loans and credit applications from origination through closing.o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.o Provide guidance to the appropriate staff with respect to the sales and service process.o Meet daily with Financial Center Manager to ensure sales activities and plan align with sales objectives of the financial center including but not limited to lobby leadership, phone prospecting and working the teller line.o Actively participate in daily huddles, sales meetings and staff meetings.. Customer Service Functiono Promote customer satisfaction with a friendly, helpful demeanor and professionalism.o Act with confidence by answering customer questions and owning customer issues.o Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours.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.. Operations Function:o Adhere to established policies and procedures while opening/servicing the full range of Retail products.o Facilitate opening and/or closing procedures as a member of the platform staff as necessary.o Work with the Financial Center Manager to maintain efficient branch operations.o Review all account documentation to ensure proper signatures and identifying information is accurate and complete. Ensure account documentation is sent to imaging in a timely manner.o Process teller transactions and maintain a personal balancing record that is in line with policy.SUPERVISORY RESPONSIBILITIES: None.

Experience

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:. College degree or sales and service experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry and with cash handling preferred.. Demonstrated ability to develop comfort level with both new household acquisition and/or the ability to 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 SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).WORKING CONDITIONS:. Normal office environment.. Extending viewing of computer screens.