Retail Personal Banker Associate I

Fifth Third Bank • Honore, FL

2d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, followed by a certification. The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ or prospects’ financial needs. The role supports acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, and contributing to a positive customer experience while achieving results within the Bank’s risk appetite. The role works with retail consumer and small-business products and services, builds customer relationships, makes referrals, supports loan and bankcard processes, and helps meet customer experience and production goals.

The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The work is 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. Location: Sarasota, Florida.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated 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 math 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to maintain scheduling flexibility.

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 Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as 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.
• Keep business information confidential and maintain a position of trust and responsibility.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process, owning 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, risk, and exposure.
• Complete the onboarding and education program, including rotations and a concluding certification.

Benefits

• Comprehensive benefits 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