Float Personal Banker Associate - North KY

Fifth Third Bank • Hurstbourne, KY

15d • Onsite

About The Position

The Float Personal Banker Associate provides customer care for daily banking transactions, responds to customer inquiries, resolves problems, and refers customers to appropriate business partners for products and services. The role travels to various financial centers within the North Kentucky market and operates in accordance with bank policies and procedures.

The associate supports a positive customer experience, maintains customer confidentiality and accurate balancing records, performs daily office responsibilities, and stays current on bank policies, procedures, and retail products. The position also involves identifying customer needs, making and tracking referrals, monitoring referral progress, and participating in huddles, sales meetings, and staff meetings. The role has no supervisory responsibilities and requires SAFE Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Requirements

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

Responsibilities

• Provide excellent customer care for daily transactions, inquiries, and problem resolution.
• Refer customers to appropriate business partners for products and services identified during interactions.
• Travel to various financial centers within the market.
• Promote customer satisfaction by applying customer experience behaviors and maintaining a friendly, helpful demeanor.
• Build rapport with customers and maintain knowledge of account ownership.
• Answer customer questions or find answers, and identify solutions to customer issues.
• Respond promptly to correspondence and resolve problems in a timely manner.
• Protect confidential customer information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Perform daily office responsibilities in coordination with the platform team to support efficient office operations.
• Maintain balancing records in accordance with policy; identify and correct outages and enlist help when needed.
• Maintain current knowledge of bank policies and financial center procedures.
• Handle consumer and business customer problems professionally, escalating complex issues to the Lead Customer Service Representative or other leadership as needed.
• 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 knowledge of the full range of Retail products and services, keeping current and requesting development assistance as needed.
• Initiate conversations to identify customer needs and refer customers to business partners for sales and cross-sales.
• Use appropriate tools to track referrals and review tools and dashboards daily to monitor referral progress and fulfillment.
• Continue to develop knowledge and skills through self-directed learning, formal education, seminars, and in-house training.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Incentive compensation plan eligibility, with payments based on company, business-line, and/or individual performance.

What This Job Offers

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