Personal Banker Associate I

Personal Banker Associate I Selected candidates will serve as a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The program provides certification that verifies the ability to perform the role within the Retail Personal Banker family. General Function The Personal Banker I focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role emphasizes acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time in Bank Marts, and tele‑consulting. Responsibilities include processing teller transactions and serving as a member of the platform staff, while maintaining a high standard of risk management and a positive customer experience. Essential Duties and Responsibilities Use the consultative sales process and a 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 focus on cross‑selling to the existing customer base and engage 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, enhancing 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 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 equivalent work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. Ability to develop confidence with sales activities aimed at acquiring new consumer households and small‑business customers, and/or cross‑selling to established customers. Demonstrated understanding of advanced math functions for analysis of credit and financial information. Professional appearance and strong verbal/written communication skills. Working knowledge of retail policies and procedures to make sound decisions using good judgment. Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with frequent computer screen use. The program requires travel within the affiliate for training and flexibility to attend classroom training sessions outside the affiliate. Location Lake Worth, Florida 33467 Fifth Third Bank, National Association is committed to equal employment opportunity for all employees and applicants, 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