Personal Banker Associate I . Sarasota . Full Time

Fifth Third Bank • Sarasota, FL

4d • Onsite

About The Position

The Personal Banker Associate I is intended to progress to a Retail Personal Banker I after a 4–8 week onboarding and education program involving rotations in operations and Sales & Service, followed by a certification. The role is based in a financial center and uses a consultative sales process to identify and meet customers’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. The position also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience. The employee develops customer profiles, recommends retail consumer and small-business products and services, arranges financial reviews, makes referrals to business partners, and works toward customer experience, production, and revenue goals. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

The work is performed in a normal office environment and includes extended viewing of computer screens. Training requires travel within the affiliate and flexibility in scheduling; travel outside the affiliate is required for some classroom training sessions. The position is located in Sarasota, Florida.

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 household and small-business customers and/or cross-sell to existing 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.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for some classroom training sessions, with scheduling flexibility.

Nice To Haves

• Experience in the financial industry.

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 business partners and refer customers for timely, holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, and support year-over-year revenue growth.
• Guide Customer Service Representatives (CSRs) on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow policies and 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.
• Stay current on retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Exchange ideas and opinions about risk, elevate concerns, and follow applicable policies and procedures.

Benefits

• Comprehensive benefits programs supporting employees’ and their 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