Personal Banker Associate I

Fifth Third Bank • Boca Raton, FL

4d • Onsite

About The Position

The Personal Banker Associate I is a Financial Center position. Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing relationships. Work includes teller transactions and platform responsibilities, with activities such as lobby leadership or aisle time and tele-consulting.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. Employees are expected to achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training sessions, and scheduling flexibility. The work takes place in a normal office environment and involves extended viewing of computer screens.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Demonstrated 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 to analyze 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 good judgment to make sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

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 refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals, contributing to year-over-year revenue growth 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 confidently and take ownership of customer issues.
• Protect confidential business information 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 consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Complete the onboarding and education program and its concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom 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