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 transactions, responds to customer inquiries, resolves problems, and refers customers to appropriate business partners for products and services. The position travels to various Financial Centers within the market and is accountable for following bank policies, managing risk, and supporting a positive customer experience.

The role promotes customer satisfaction through friendly, helpful service; builds rapport and knowledge of customer account ownership; responds confidently and promptly to questions and issues; and protects confidential customer information. It performs daily office responsibilities, maintains balancing records, identifies and corrects outages, and stays current on bank policies and financial center procedures. The banker handles consumer and business customer problems professionally, escalating complex matters when needed, and consistently meets or exceeds sales referral goals.

The position participates in huddles and meetings, maintains working knowledge of Retail products and services, initiates conversations to uncover customer needs, and uses tracking tools to monitor referrals through fulfillment. Ongoing learning through self-directed study, formal education, seminars, and in-house training is expected. The position has no supervisory responsibilities. Work is in a normal office environment and includes extended viewing of computer screens and travel.

Requirements

• High school diploma or GED.
• A minimum of 2 years of CSR experience, typically needed to acquire the in-depth knowledge of retail policies and procedures required to perform 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.
• Initiative 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 co-workers 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 in accordance with bank policies.
• Refer customers to appropriate business partners for products and services identified through customer interactions.
• Travel to various Financial Centers within the market.
• Follow risk policies and procedures, raise concerns, and identify, assess, manage, monitor, and report risks.
• Promote a positive customer experience through friendly, helpful service and customer-focused behaviors.
• Build rapport with customers and maintain knowledge of account ownership.
• Answer customer questions or find answers, resolve issues, and respond promptly to correspondence and problems.
• Maintain confidentiality of customer business and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
• Perform daily office responsibilities in coordination with the platform team.
• Maintain balancing records, identify and correct outages, and seek assistance as needed.
• Stay current on bank policies and financial center procedures.
• 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 Retail products and services and seek further development as needed.
• Initiate conversations to uncover customer needs and refer customers 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 progression and fulfillment.
• Increase knowledge and skills through self-motivation, formal education, seminars, and in-house training.

Benefits

• Comprehensive benefits 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: Mid Level
• Education Level: High school or GED