Personal Banker Associate I - Orlando, FL (Dr. Phillips Area)

Fifth Third Bank • Orlando, FL

1d • Onsite

About The Position

The Personal Banker Associate 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, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships. Activities may include lobby leadership or aisle time, tele-consulting, teller transactions, and platform work.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting positive customer experiences. It works with customers and internal business partners to provide appropriate retail, small-business, lending, and other financial solutions, while meeting customer-experience and individual or team production goals.

The position is based in a normal office environment and involves extended viewing of computer screens. Travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training are required. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, but does not specify individual benefits in this posting.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer households and small-business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Nice To Haves

• Experience in the financial industry is preferred.

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 appropriate 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 Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer-experience and individual or team production goals and support year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs in the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Keep current on Retail procedures intended to prevent fraud and reduce risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Openly exchange ideas and opinions, elevate concerns, and identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

Benefits

• Fifth Third states that its Total Rewards include comprehensive benefits and differentiated compensation offerings, with programs designed to support employees’ and families’ physical, financial, emotional, and social well-being; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed