Float Personal Banker Associate I - Dayton Southeast Region

Fifth Third Bank • Beavercreek, OH

4d • Hybrid

About The Position

Fifth Third Bank is seeking a Float Personal Banker Associate I for the Dayton Southeast Region. This role involves providing excellent customer care for daily transactions, addressing inquiries, and resolving problems in accordance with bank policies. The associate will refer customers to appropriate business partners for products and services discovered during interactions. This position requires travel to various Financial Centers within the market. The role is responsible for managing risk by adhering to policies and procedures, ensuring a positive customer experience, and identifying, assessing, managing, monitoring, and reporting risks.

Key responsibilities include promoting a good customer experience through best-in-class customer satisfaction, maintaining knowledge of account ownership, and acting with confidence to resolve customer issues. The associate must maintain customer confidentiality, adhere to the Bancorp Code of Business Conduct and Ethics, and perform daily office responsibilities to ensure efficient operation. This includes maintaining a balanced record, correcting outages, and staying updated on bank policies and procedures. Handling customer problems professionally and directing complex issues to leadership are also key. The role requires sound judgment, meeting or exceeding sales referrals, and actively participating in meetings. A thorough knowledge of retail products and services is necessary, along with the ability to initiate conversations to uncover customer needs and refer them to business partners. Utilizing referral tracking tools and continuously increasing knowledge and skills are also important aspects of the role.

Requirements

• High school diploma/GED.
• Work involves extensive cash handling, which requires ability to perform advanced math functions.
• Work involves contact with the public, necessitating the ability to present a professional image.
• Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
• Work requires the ability to properly read and write well enough to communicate in both oral and written form.
• Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience.
• Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Need to have flexibility in scheduling.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution.
• Refer customers to the appropriate business partner for products and services.
• Promote good customer experience by consistently providing best in class customer satisfaction.
• Maintain a developed rapport with the customer base and have knowledge of account ownership.
• Answer and/or find answers to customer questions and find solutions to customer issues.
• Be responsive and timely with correspondence and problem resolution.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
• Consistently meet or exceed sales referrals, as set by management.
• Actively involve self in daily huddles, sales meetings and staff meetings.
• 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.
• Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
• Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
• Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
• Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.

Benefits

• Comprehensive benefits
• Differentiated compensation offerings
• Incentive compensation plan
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees