Float Personal Banker Associate I - NKY Region

Fifth Third Bank • Florence, KY

1d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in operations and Sales & Service. The program concludes with a certification intended to demonstrate the skills needed to perform a role in the Retail Personal Banker job family.

The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also includes processing teller transactions and serving as a member of the platform staff.

The role is accountable for managing risk, following policies and procedures, and supporting a positive customer experience while achieving results within the Bank’s risk appetite. The position is based in Florence, Kentucky, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment and involves extended viewing of computer screens.

Requirements

• A college degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate and outside the affiliate for training, and scheduling flexibility.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners and refer customers when appropriate to provide timely, holistic financial solutions.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth as measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional manner.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain confidentiality of business information.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process and manage sourced loans from application through closing.
• Participate in the Financial Center or Bank Mart opening and closing process as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and its concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed