Personal Banker Associate I - Lighthouse Point DeNovo

Personal Banker Associate I – Lighthouse Point 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. The program concludes with a certification that demonstrates the skills necessary to successfully perform a role within the Retail Personal Banker job family. Role Overview: 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 position focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele‑consulting. The role processes teller transactions and operates as a member of the platform staff, managing risk and ensuring a positive customer experience while operating within the bank’s risk appetite. 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 our 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 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 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; answer customer questions confidently and own 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 equivalent experience providing transferable skills. Previous experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small businesses and/or cross‑sell to established customers. Understanding of advanced mathematical functions for analysis of credit and financial information. Professional appearance and verbal/written communication skills. Working knowledge of Retail policies and procedures to exercise sound judgment. S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with extended computer use. Training may require travel within the affiliate and occasionally outside of the affiliate. Flexible scheduling is required for classroom training sessions. Benefits and Compensation Competitive salary commensurate with experience and location. Benefits include comprehensive health, dental, vision, retirement, and wellness programs supporting employees and their families. For more details, consult the company benefits page. Equal Employment Opportunity Fifth Third Bank is an equal opportunity employer and promotes a culture of inclusion, ensuring equal employment opportunity in all 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