Personal Banker I Associate (Port St Lucie ) - Traditions Square DeNovo

Fifth Third Bank•Port St Lucie, FL

2d•Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification to demonstrate the skills needed for a role in the Retail Personal Banker job family. The Personal Banker I is a Financial Center position that uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and serves as a member of the platform staff. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and providing a positive customer experience. The role works with customers and internal business partners to provide suitable retail, small business, lending, and other financial solutions. Travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility are required.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities aimed at acquiring new consumer households and small business customers and/or cross-selling to established customers.
Ability to demonstrate understanding of advanced math functions used 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 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.

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 outside sales activities, including onsite presentations, business sales calls, and community financial literacy events as directed.
Build working relationships with Mortgage, Small Business, Commercial, and Investment business partners, and make referrals when appropriate.
Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
Guide CSRs on sales and referral processes.
Promote customer satisfaction through a friendly, helpful, and professional manner; answer customer 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 established policies and procedures when opening and servicing Retail products.
Participate in consumer loan and bankcard processes and own 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 for mitigating fraud, risk, and unnecessary exposure.
Process teller transactions and work as a member of the platform staff.
Complete required training travel and demonstrate scheduling flexibility.

Benefits

Comprehensive benefits designed to support employees’ and families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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