About The Position

The Float Personal Banker Associate I provides customer care for daily transactions, inquiries, and problem resolution in accordance with Fifth Third Bank policies. The role refers customers to appropriate business partners for products and services identified through customer interactions and travels to various Financial Centers within the market. The position is accountable for managing risk by following policies and procedures, escalating concerns, and identifying, assessing, monitoring, and reporting risks while operating within the Bank’s risk appetite. It supports a positive customer experience through professional, timely, and confidential service; sound judgment; efficient office operations; accurate balancing; and knowledge of banking policies and retail products. The role has no supervisory responsibilities and requires SAFE Act registration through NMLS at the time of employment.

Requirements

  • High school diploma or GED.
  • A minimum of 2 years of CSR experience, generally needed to acquire the in-depth retail policy and procedure knowledge required to perform the 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, including initiating dialogue.
  • Ability to communicate effectively in oral and written form.
  • Ability to take initiative and use sound judgment, diplomacy, and tact in problem resolution.
  • Ability to work positively in a team environment with coworkers and management.
  • Flexibility in scheduling.
  • SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) required at the time of employment.

Responsibilities

  • Provide excellent customer care for daily transactions, inquiries, and problem resolution.
  • Travel to various Financial Centers within the market.
  • Promote customer satisfaction through friendly, helpful service and customer experience behaviors.
  • Build rapport with customers and maintain knowledge of account ownership.
  • Answer customer questions, find solutions, and respond promptly to correspondence and problems.
  • Keep customer business confidential and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities with the platform team to maintain efficient office operations.
  • Maintain an accurate balancing record, identify and correct outages, and seek assistance as needed.
  • Maintain current knowledge of bank policies, financial center procedures, and changes.
  • Handle consumer and business customer problems professionally and refer complex issues to the Lead Customer Service Representative or other leadership.
  • Use sound judgment and follow established guidelines and procedures.
  • Meet or exceed sales referral goals set by management.
  • Participate in daily huddles, sales meetings, and staff meetings.
  • Maintain current working knowledge of the full range of Retail products and services and seek further development as 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 progress and fulfillment.
  • Continuously develop knowledge and skills through self-study, formal education, seminars, and in-house training.
  • Follow required risk policies and procedures, raise concerns, and identify, assess, manage, monitor, and report risks.

Benefits

  • Comprehensive benefits programs designed to support employees' and families' physical, financial, emotional, and social well-being.
  • Differentiated compensation offerings.
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