Personal Banker Associate I

Fifth Third Bank • Boca Raton, FL

7d • Onsite

About The Position

The Personal Banker Associate I 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 and a concluding certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing relationships. The position also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following bank policies and procedures, protecting confidential information, and supporting positive customer experiences. The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The work is performed in a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, relevant 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 making decisions.
• 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.

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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Maintain customer and business confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and other risks.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs supporting 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