Personal Banker Associate I

Fifth Third Bank • Orlando, FL

1d • 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. Activities may include lobby leadership or Bank Mart aisle time, tele-consulting, teller transactions, and platform duties.

The role is accountable for managing risk in accordance with the Bank’s policies and risk appetite, acting in customers’ and colleagues’ best interests, and promoting a positive customer experience. The position also involves customer outreach and sales, referrals to business partners, consumer loan and bankcard processes, and participation in Financial Center or Bank Mart opening and closing as directed.

The position is based in a normal office environment and requires extended computer-screen viewing, travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation; details are available through its Careers benefits page or a talent acquisition partner.

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 households and small-business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
• Ability to represent Fifth Third Bank professionally 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, and to accommodate scheduling flexibility.

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 working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and make appropriate customer referrals.
• Meet or exceed customer-experience and individual or team production goals, supporting 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 demeanor; 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 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 as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and concluding certification.
• Process teller transactions and work as a member of the platform staff.
• Travel for affiliate and out-of-affiliate training as required.

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