Personal Banker Associate I - Orlando, FL (Dr. Phillips Area)

Fifth Third Bank • Orlando, FL

9d • Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, followed by a certification. The Retail Personal Banker I is a Financial Center role that 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, tele-consulting, and outside sales. It also includes processing teller transactions and working as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and providing a positive customer experience. It requires developing knowledge of Retail products, services, policies, and procedures; working with internal business partners to provide holistic financial solutions; and meeting customer-experience and sales-production goals.

The position is based in a normal office environment and involves extended viewing of computer screens. The program requires travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for some classroom training sessions. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, with salary varying according to factors including skillset, experience, education, and location.

Requirements

• College degree or 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 in 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 is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions; scheduling flexibility is required.

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, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction with a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures to mitigate fraud and other 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 designed to support 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