Float Personal Banker Associate I - Triangle West

Fifth Third Bank; Cary (NC); On-site; USD 60,000 - 80,000; Full time

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.

GENERAL FUNCTION:

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. There will be a certification at the conclusion of the program to demonstrate the skills necessary to perform successfully within the Retail Personal Banker role. 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 involves acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership (Financial Centers), aisle time (Bank Marts), and tele-consulting. Responsibilities include processing teller transactions and working as part of the platform staff.

Risk and Compliance:

Responsible and accountable for risk by openly exchanging ideas, elevating concerns, and following policies and procedures. Committed to doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. Achieves results within the Bank's risk appetite by identifying, assessing, managing, monitoring, and reporting risks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain in-depth knowledge of Retail products/services and recommend appropriate solutions.
3. Utilize CAMP and other marketing tools to proactively reach out to customers and set appointments for financial reviews.
4. Focus on cross-selling to existing customers and engaging in outside sales activities such as community events and business calls.
5. Establish relationships with Business Partners (Mortgage, Small Business, Commercial, Investment) and refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs in the sales and referral process.
8. Promote customer satisfaction with professionalism and a friendly demeanor.
9. Own customer issues and respond confidently.
10. Maintain confidentiality and act with integrity.
11. Follow the Bank's Code of Conduct and policies, maintaining ethical behavior.
12. Adhere to policies when opening/servicing Retail products.
13. Participate in the loan and bankcard processes from application to closing.
14. Assist in opening/closing the Financial Center or Bank Mart as directed.
15. Stay updated on Retail procedures to prevent fraud and manage risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• College degree or relevant work experience, or a combination of both.
• Financial industry experience preferred.
• Ability to develop comfort with sales activities to acquire or cross-sell customers.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment in decision-making.
• S.A.F.E. Act registration required at employment through NMLS.

WORKING CONDITIONS:

• Standard office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training.

Float Personal Banker Associate I - Triangle West, Cary, North Carolina 27519

Fifth Third Bank promotes an inclusive culture and equal employment opportunities for all applicants regardless of protected statuses.