Personal Banker Associate I

Fifth Third Bank • Fort Myers, FL

9d • Onsite

About The Position

The Personal Banker Associate I position prepares 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. As a Financial Center position, the role uses a consultative sales process to identify and meet customer and prospect financial needs. It focuses on acquiring new households and deepening existing 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 and following policies and procedures, while supporting a positive customer experience. It involves developing customer profiles, recommending retail consumer and small-business products and services, conducting outreach and sales activities, and coordinating referrals with business partners. The position also supports consumer loan and bankcard applications, Financial Center or Bank Mart opening and closing, and fraud-risk prevention. The position is located in Fort Myers, Florida. The work is in a normal office environment and requires travel for training, including travel outside the affiliate for classroom sessions, as well as scheduling flexibility.

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 established customers.
• Ability to demonstrate understanding of advanced mathematical functions for analysis of 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 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.

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 take part 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 business partners and make appropriate referrals.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain the confidentiality of 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, managing 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 designed to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including Operations and Sales & Service rotations, and the concluding certification.
• Process teller transactions and work as a member of platform staff.
• Identify, assess, manage, monitor, and report risks while following the Bank's policies and procedures.

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
• Education Level: No Education Listed