Float Personal Banker I - Cincinnati East Region

Fifth Third Bank•Cincinnati, OH

1d•Onsite

About The Position

The Float Personal Banker I is 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 and a final certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. The position also processes teller transactions and works as part of the platform staff. The role is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests while delivering a positive customer experience. The position works within the Bank’s risk appetite and is responsible for identifying, assessing, managing, monitoring, and reporting risks. The role is based in the Cincinnati, Ohio area and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens. No supervisory responsibilities are assigned.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling to established customers.
Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
Ability to professionally represent Fifth Third Bank in 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 for training and outside the affiliate for classroom training, and to work with scheduling flexibility.

Nice To Haves

Experience in the financial industry is preferred.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to develop customer profiles and identify current and future financial needs.
Maintain knowledge of Retail consumer and small business products and services and recommend suitable 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, such as onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Business Partners and refer customers when appropriate for holistic financial solutions.
Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth measured by Financial Center P&L.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions and take ownership of customer issues.
Protect confidential business information and 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
Process teller transactions and perform platform staff duties.
Complete the onboarding and education program, including rotations and certification, to demonstrate skills for the Retail Personal Banker job family.