Float Personal Banker Associate 1 - City North Region

Fifth Third Bank • Lincoln Square, IL

7d • Onsite

About The Position

The Float Personal Banker Associate 1 provides customer care for daily transactions, inquiries, and problem resolution in accordance with Fifth Third Bank policies. The position refers customers to appropriate business partners for relevant products and services and travels to various Financial Centers within the market. The role promotes a positive customer experience, handles customer information confidentially, supports efficient financial center operations, and follows established policies, procedures, and risk practices.

The associate maintains knowledge of retail products, services, policies, and procedures; identifies customer needs; makes and tracks referrals; and monitors their fulfillment. The role requires sound judgment, professionalism, flexibility in scheduling, and collaboration with customers, coworkers, and management. This position requires SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment. The work is performed in a normal office environment and includes extended viewing of computer screens and travel.

Requirements

• High school diploma or GED.
• Minimum of 2 years of CSR experience, typically required to gain the in-depth knowledge of retail policies and procedures needed to perform essential duties with minimal supervision.
• Ability to perform advanced math functions for extensive cash handling.
• Ability to present a professional image and interact comfortably and confidently with the public.
• Ability to initiate dialogue with customers.
• Ability to read and write well enough to communicate orally and in writing.
• Ability to take initiative and use sound judgment, diplomacy, and tact in problem resolution.
• Ability to work positively in a team environment and interact well with coworkers and management.
• Flexibility in scheduling.
• SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Responsibilities

• Provide friendly, timely customer service for daily transactions, inquiries, and problem resolution.
• Build rapport with customers, understand account ownership, answer questions, and find solutions to customer issues.
• Maintain customer confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Perform daily office responsibilities with the platform team to support efficient financial center operations.
• Maintain balancing records, identify and correct outages, and seek assistance when needed.
• Keep current on bank policies, financial center procedures, and changes to them.
• Handle consumer and business customer problems professionally, escalating complex issues to the Lead Customer Service Representative or other leadership as appropriate.
• Use sound judgment and follow established guidelines and procedures when making decisions.
• Meet or exceed sales referral expectations set by management.
• Participate in daily huddles, sales meetings, and staff meetings.
• Maintain working knowledge of the bank's retail products and services and pursue further development when needed.
• Initiate conversations to uncover customer needs and refer customers to business partners for product and service sales and cross-selling.
• Use appropriate tools to track referrals and review tools and dashboards daily to monitor referral progression and fulfillment.
• Continue developing knowledge and skills through self-motivation, formal education, seminars, and in-house training.
• Travel to various Financial Centers within the market.

Benefits

• Comprehensive benefits designed to support employees and their families across physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED