Float Personal Banker Associate I - NKY Region

Fifth Third Bank•Florence, KY

1d•Onsite

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 and a concluding certification. The role is a Financial Center position that 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, and acting in the best interests of customers and colleagues. The position is based in a normal office environment and requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The listed location is Florence, Kentucky.

Requirements

College degree, relevant work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities that acquire new consumer household and small business customers and/or cross-sell to existing 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 good judgment in making sound decisions.
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; scheduling flexibility is required.

Nice To Haves

Experience in the financial industry.

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 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 outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
Build working relationships with assigned Business Partners and refer customers for appropriate financial solutions.
Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
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.
Keep business information confidential 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 intended to mitigate fraud and other risks.
Process teller transactions and serve as a member of the platform staff.
Complete the onboarding and education program, including operational and Sales & Service rotations, and demonstrate role-related skills in the concluding certification.