Personal Banker Associate I

Fifth Third Bank•St. Petersburg, FL

21d•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, followed by a certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The position 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 role is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support positive customer experiences. It works with assigned business partners to provide holistic financial solutions and is expected to meet customer experience and individual and team production goals. The position requires training travel within and outside the affiliate, as well as scheduling flexibility.

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 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.

Nice To Haves

Experience in the financial industry is preferred.

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 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.
Guide CSRs on sales and referrals.
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 established procedures when opening and servicing Retail products.
Participate in consumer loan and bankcard processes and own 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 for mitigating fraud and unnecessary risk or exposure.
Process teller transactions and perform platform staff duties.
Complete the onboarding and education program and its concluding certification.

Benefits

Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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