Float Personal Banker I

Role Overview 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. 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. This role is responsible for processing teller transactions as well as working as a member of the platform staff and maintaining focus on acquiring new households and/or deepening existing customer relationships through various activities, including lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. 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 the 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 (e.g. Membership Advantage onsite presentations, business sales calls, 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 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, 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 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 household and small business customers and/or cross‑sell to established customers. Must have a demonstrated understanding of advanced math functions needed to analyze credit and financial information. Professional appearance and verbal/written communication skills at the level required for representing Fifth Third Bank. Demonstrated ability to develop a working knowledge of Retail policies and procedures to make sound judgments. 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. Extending viewing of computer screens. Requires the ability to travel within the affiliate for training and scheduling flexibility. Travel outside of the affiliate may be required for various classroom training sessions. Location Frisco, Texas 75034 Compensation and Benefits The base salary for this position is within the range for this pay grade across the U.S. Individual salaries within this range vary based on role, relevant skillset, education, and geographic location. Benefits include comprehensive programs supporting physical, financial, emotional and social well‑being. Please see our careers page for more detail. Equal Employment Opportunity 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. #J-18808-Ljbffr Fifth Third Bank