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Personal Banker Associate I - Palm Beach Gardens - PGA DeNovo

LRP Media Group

Personal Banker Associate I - Palm Beach Gardens, Florida 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. 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. There will be certification at the conclusion of the program to demonstrate the skills necessary to successfully perform a role within the Retail Personal Banker job family. The role focuses on the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquire new households, and deepen existing customer relationships through lobby leadership, aisle time, and tele‑consulting. It also processes teller transactions and works as a member of the platform staff. The position requires responsible risk management, open communication, and strict adherence to policies and procedures. The candidate will ensure 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. Maintain in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Cross‑sell to existing customers and engage in outside sales activities, such as Membership Advantage onsite presentations, business sales calls, and 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 holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals and drive year‑over‑year revenue growth measured by the Financial Center P & L. Guide CSRs with respect to 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 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 policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans through closing. Assist in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep abreast of Retail procedures to mitigate fraud and risk exposure. Minimum Knowledge, Skills, and Abilities College degree or equivalent work experience providing transferrable skills. Financial industry experience preferred. Comfort with sales activities to acquire new consumer households and small business customers and cross‑sell to existing customers. Ability to perform advanced math functions for credit and financial analysis. Professional appearance and strong verbal/written communication skills. Working knowledge of Retail policies and procedures and sound judgment in decision making. Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with extended computer screen use. Training may require travel within the affiliate and occasional classroom training outside the affiliate. 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

Vacancy posted 5 hours ago
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