Personal Banker Associate I
Fifth Third Bank, Punta Gorda, FL, United States
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General Function Selected candidates will become a Retail Personal Banker I after a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role focuses on acquiring new households and deepening existing customer relationships through various activities, including lobby leadership, aisle time, and tele‑consulting. This role processes teller transactions and works as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and following policies and procedures as defined. Accountable for doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types while operating within the Bank’s risk appetite.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross‑selling to existing customers and engaging in outside sales activities (Membership Advantage presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely and holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferrable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
Ability to demonstrate understanding of advanced math functions for credit and financial analysis.
Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures to make sound decisions.
Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extensive use of computer screens.
Program requires ability to travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate required for various classroom training sessions.
Location Punta Gorda, Florida 33950
Equal Employment Opportunity Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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General Function Selected candidates will become a Retail Personal Banker I after a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role focuses on acquiring new households and deepening existing customer relationships through various activities, including lobby leadership, aisle time, and tele‑consulting. This role processes teller transactions and works as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and following policies and procedures as defined. Accountable for doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types while operating within the Bank’s risk appetite.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross‑selling to existing customers and engaging in outside sales activities (Membership Advantage presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely and holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferrable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
Ability to demonstrate understanding of advanced math functions for credit and financial analysis.
Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures to make sound decisions.
Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extensive use of computer screens.
Program requires ability to travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate required for various classroom training sessions.
Location Punta Gorda, Florida 33950
Equal Employment Opportunity Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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