Float Personal Banker Associate I - Dayton North

Fifth Third Bank; Troy (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Extensive benefits programs

Opportunities for career development

Flexible scheduling for training

Job summary

Fifth Third Bank is looking for a Float Personal Banker Associate I in Troy, Ohio. This role will focus on connecting with customers to identify and meet their financial needs through a consultative sales process and personalized service.

Candidates will undergo a training program to become a Retail Personal Banker I, emphasizing customer relationship management, compliance with banking policies, and teamwork. A range of benefits is offered at Fifth Third Bank to support employee well-being.

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort level with sales activities to acquire new customers.
• S.A.F.E. Act registration required at the time of employment.

Responsibilities

• Build thorough customer profiles using the consultative sales process.
• Maintain knowledge of Retail consumer and small business products.
• Engage in cross-selling to existing customers.

Skills

Consultative sales process

Financial Needs Assessment

Customer relationship management

Education

College degree or equivalent work experience

Tools

CAMP (Customer Acquisition Management Process)

Job description

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Float Personal Banker Associate I - Dayton North

General Function

Selected candidates will become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification will be awarded upon completion that assesses the skills required to perform a role within the Retail Personal Banker job family. The Personal Banker I focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. The role also processes teller transactions and works as part of the platform staff. Responsible and accountable for risk, the candidate openly exchanges ideas, elevates concerns, follows policies and procedures, and consistently identifies, assesses, manages, monitors, and reports risks.

Essential Duties and Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile 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 such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) and refer customers when appropriate to provide timely, 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 other 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.

Supervisory Responsibilities

None.

Minimum Knowledge, Skills and Abilities Required

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides the MU4R questions and registration required for employment.

Working Conditions

• Normal office environment.
• Extended viewing of computer screens.
• Training may require travel within the affiliate and scheduling flexibility.
• Travel outside of the affiliate required for various classroom training sessions.

Location: Troy, Ohio 45373

Our extensive benefits programs support the individual needs of employees and families, encompassing physical, financial, emotional, and social well‑being. For more information, visit https://www.53.com/content/fifth-third/en/careers/benefits.html.

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.