Float Personal Banker I - TN North Region

Fifth Third Bank • Madison, TN

3d

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 certification demonstrating the skills needed for the role. This Financial Center position uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, deepen existing relationships, and process teller transactions while also serving as platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential business information, and delivering a positive customer experience. It also requires travel within the affiliate for training, travel outside the affiliate for classroom sessions, and scheduling flexibility. The normal work environment is an office.

Requirements

• College degree or 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 used to analyze 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Nice To Haves

• Experience in the financial industry.

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 suitable solutions.
• Use CAMP and other approved marketing tools to contact customers and set appointments for periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Provide friendly, professional customer service, answer customer questions, and take ownership of customer issues.
• Keep business confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Open and service Retail products in accordance with established policies and procedures.
• Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs supporting employees’ and 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: No Education Listed