Personal Banker Associate I (Northlake, North Palm, PGA)

Fifth Third Bank; Palm Beach Gardens (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading bank is seeking a Retail Personal Banker I who will be responsible for delivering exceptional customer service and building financial relationships. This role involves using consultative sales to assess customer needs, recommending services, and meeting sales goals. Candidates will undergo training and be expected to maintain the highest ethical standards while contributing to the overall success of the bank.

Qualifications

• Experience in the financial industry preferred.
• Knowledge of retail policies and sound judgment in decision-making.
• S.A.F.E. Act registration via NMLS required at employment.

Responsibilities

• Use consultative sales and Financial Needs Assessment to build customer profiles.
• Maintain knowledge of retail products/services and recommend solutions.
• Collaborate with Business Partners to provide comprehensive financial solutions.

Skills

Consultative sales

Financial Needs Assessment

Customer service

Cross-selling

Risk management

Education

College degree or relevant work experience

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 will undergo a 4-8 week onboarding and education program, including rotations in operations and Sales & Service. Upon completion, candidates will be certified to demonstrate the skills necessary for a Retail Personal Banker I role. This position focuses on using a consultative sales process to identify and meet customers' financial needs, with responsibilities including acquiring new households, deepening existing relationships, and processing teller transactions. The role involves working in a Financial Center or Bank Mart and collaborating with platform staff.

The role emphasizes risk management, ethical behavior, and delivering a positive customer experience, while operating within the Bank's risk appetite and policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of retail products/services and recommend solutions.
• Utilize marketing tools to proactively reach out to customers and set financial review appointments.
• Focus on cross-selling and outside sales activities, including community events and financial literacy programs.
• Collaborate with Business Partners to provide comprehensive financial solutions.
• Meet/exceed customer experience and sales goals, contributing to revenue growth.
• Guide Customer Service Representatives in sales and referrals.
• Ensure customer satisfaction with professionalism and a helpful demeanor.
• Own customer issues and maintain confidentiality.
• Follow the Bank's Code of Conduct and policies, maintaining ethical standards.
• Participate in loan and bankcard processes, managing sourced loans from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• College degree, relevant work experience, or a combination thereof.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• 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 via NMLS is required at employment.

WORKING CONDITIONS:

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

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Location: Palm Beach Gardens, Florida 33403

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants and employees regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected class.