Float Personal Banker Associate I - Dayton North

Fifth Third Bank • Tipp City, OH

1d

About The Position

This role is designed to prepare selected candidates to become a Retail Personal Banker I through a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a concluding certification. The Personal Banker I is a Financial Center position that uses a consultative sales process to identify and meet customers’ financial needs, acquire new households, and deepen existing customer relationships. The role 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 helping deliver a positive customer experience. The employee will build customer profiles, recommend retail and small-business solutions, conduct outreach, make referrals, support consumer loan and bankcard applications, and contribute to Financial Center production and revenue goals. The role may involve work at Financial Centers or Bank Marts, as directed.

The work takes place 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 classroom training sessions. Location: Tipp City, Ohio.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• 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 good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Nice To Haves

• Experience in the financial industry is preferred.
• Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small-business customers and/or cross-sell to established customers.

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 suitable 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, such as 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, supporting 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.
• Keep business information confidential 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, 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 for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including rotations and certification.
• Travel within the affiliate and outside the affiliate for training as required.

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