Personal Banker Associate I - Ocala, FL

Fifth Third Bank • Ocala, FL

1d • Onsite

About The Position

The Personal Banker Associate I is selected to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, with rotations in operations and Sales & Service and a concluding certification. The Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing 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 by following policies and procedures, raising concerns, and supporting positive customer and colleague experiences. The Personal Banker I builds customer profiles and recommends suitable consumer and small-business products and services, makes proactive customer contacts, and works with business partners to deliver financial solutions. The role also supports sales and referrals, handles retail product servicing, participates in consumer loan and bankcard processes, and helps with Financial Center or Bank Mart opening and closing as directed.

The position works in a normal office environment and requires extended viewing of computer screens. Travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility are required.

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 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.
• 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.

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 proactively and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners, and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals, supporting year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer questions and take ownership of customer issues.
• Maintain confidentiality 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, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including rotations and the concluding certification.

Benefits

• Comprehensive benefits programs intended to support 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