Personal Banker Associate I

Fifth Third Bank • Naples, FL

3d

About The Position

The selected candidate 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. The program concludes with a certification to demonstrate the skills needed for a role in the Retail Personal Banker job family.

This Financial Center position uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. It aims to deliver a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The role is based in Naples, Florida. It requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility.

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 existing 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 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.

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, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners and refer customers for timely, holistic financial solutions.
• Meet or exceed customer experience and individual or team production goals, and contribute to 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 manner; answer questions confidently and take ownership of customer issues.
• Maintain the confidentiality of business information.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies, and maintain ethical behavior.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process, owning 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.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs 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