Personal Banker Associate I

Fifth Third Bank - West Palm Beach, FL

Full-time - Entry Level

West Palm Beach, FL

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Personal Banker Associate I position at Fifth Third Bank is designed for individuals looking to start a career in banking. This role involves completing a 4-8 week onboarding and education program, which includes rotations in operations and sales. The primary focus is on using a consultative sales process to identify and meet the financial needs of customers, while also acquiring new households and deepening existing relationships. The position requires processing teller transactions and working collaboratively with platform staff to enhance customer experiences and achieve sales goals.

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 customer base and engaging in outside sales activities.
• Establish close working relationships with assigned Business Partners, referring customers when appropriate to provide timely financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals.
• Provide guidance to CSRs with respect to 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.
• 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.

Requirements

• 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 level with sales activities designed to acquire new consumer household 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.

Nice-to-haves

• Experience in supervising or leading teams is a plus.