Personal Banker Associate I

Fifth Third Bank • Punta Gorda, FL

7d

About The Position

Selected candidates are 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. The program concludes with a certification to demonstrate the skills needed to perform in the Retail Personal Banker job family. The Personal Banker I is a Financial Center role that uses a consultative sales process to identify and meet the financial needs of customers and prospects. The position focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. The role also processes teller transactions and works as part of the platform staff.

The position is accountable for managing risk by exchanging ideas and opinions, elevating concerns, and following policies and procedures. It is expected to act in the best interests of customers and colleagues, provide a positive customer experience, and identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

The position is located in Punta Gorda, Florida. The work is in a normal office environment and includes extended viewing of computer screens. The program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training sessions.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to develop comfort with sales activities intended to acquire new consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions for analysis of 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 appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and arrange periodic financial reviews.
• Cross-sell to existing customers and take part in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment partners 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 in the sales and referral process.
• 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 consumer loan and bankcard processes and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and its concluding certification.

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: Entry Level
• Education Level: No Education Listed