Float Personal Banker I- Almaden Valley

Fifth Third Bank • San Jose, CA

1d • $43,680 - $69,900

About The Position

The Float Personal Banker I provides customer care for daily banking transactions, responds to customer inquiries, resolves problems, and refers customers to appropriate business partners for relevant products and services. The role travels to various Financial Centers within the market and supports efficient office operations in accordance with bank policies and procedures.

The position is accountable for managing risk, following established policies, protecting customer confidentiality, and supporting a positive customer experience. It also involves maintaining knowledge of retail products, services, policies, and financial center procedures; identifying customer needs; and tracking and monitoring referrals through bank tools and dashboards. The role has no supervisory responsibilities.

The position is based in a normal office environment and requires extended viewing of computer screens and travel. A high school diploma or GED is required, along with a minimum of two years of CSR experience. SAFE Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Requirements

• High school diploma or GED.
• Minimum of 2 years of CSR experience.
• 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 decision-making and problem resolution.
• Ability to work positively and effectively 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 friendly, professional customer service for daily transactions, inquiries, and problem resolution.
• Build rapport with customers and maintain knowledge of account ownership.
• Answer customer questions, find answers when needed, and resolve customer issues or direct complex issues to the Lead Customer Service Representative or other leadership.
• Respond to correspondence and resolve problems in a timely manner.
• Protect customer confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Perform daily office responsibilities and work with the platform team to support efficient office operations.
• Maintain a balancing record in accordance with policy, identify and correct outages, and seek help as needed.
• Maintain current knowledge of bank policies, financial center procedures, and retail products and services.
• Use sound judgment and follow established guidelines and procedures.
• Consistently meet or exceed management-set sales referral goals.
• Participate in daily huddles, sales meetings, and staff meetings.
• Initiate conversations to identify customer needs and refer customers to business partners for sales and cross-selling of bank products and services.
• Use appropriate tools to track referrals and review tools and dashboards daily to monitor referral progress and fulfillment.
• Travel to various Financial Centers within the market.
• Continue developing knowledge and skills through self-motivation, formal education, seminars, and in-house training.

Benefits

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

What This Job Offers

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