Personal Banker Associate I

Fifth Third Bank • Boca Raton, FL

23h • 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 with rotations in operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen 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, protecting confidential information, and supporting positive customer experiences. It works with assigned business partners to provide customers with timely, holistic financial solutions, and may participate in financial center or Bank Mart opening and closing activities. Training travel within the affiliate and to classroom sessions outside the affiliate is required, along with scheduling flexibility.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring consumer household and small business customers and cross-selling to established customers.
• Ability to perform 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training.
• Scheduling flexibility for the training program.

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 outside sales activities as directed, such as 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 Financial Center P&L.
• Guide CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain confidentiality and a position of trust and responsibility.
• 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 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 unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Complete the onboarding, education, and certification program, including required training travel.

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
• Education Level: No Education Listed