Personal Banker Associate I

Fifth Third Bank • Sarasota, FL

1d • Onsite

About The Position

The Personal Banker Associate I is a Financial Center position. Selected candidates complete a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The role uses a consultative sales process to identify and meet customers’ financial needs, acquire new households, and deepen existing relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in customers’ and colleagues’ best interests. It works toward customer experience and production goals while providing financial solutions across Retail products and services. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment with extended viewing of computer screens.

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 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.
• 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.

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, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Business Partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, supporting year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through friendly, helpful, professional service; 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 the consumer loan and bankcard process, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures designed to mitigate fraud and other risks.
• Process teller transactions and work as a member of the platform staff.

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: Associate degree