Personal Banker Associate I

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. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. 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 Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting. This role processes teller transactions and works as a member of platform staff. The candidate is accountable for risk by openly exchanging ideas, elevating concerns, and following policies and procedures as defined. They must always do the right thing for customers and colleagues, ensuring a positive customer experience. 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. Focus on cross‑selling to existing customers and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events as directed. 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 production goals and enhance 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 confidentiality of all business information. Follow the Bancorp Code of Business Conduct and Ethics and related policies. Open/serve the full range of Retail products following established policies. Participate in consumer loan and bankcard processes, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed. Stay current on Retail procedures to mitigate fraudulent activity and risk. Supervisory Responsibilities None. Minimum Knowledge, Skills and Abilities College degree or equivalent work experience providing transferrable skills. Preferred experience in the financial industry. Demonstrated comfort with sales activities designed to acquire new consumer households and small business customers. Ability to analyze credit and financial information using advanced math functions. Professional appearance and effective verbal/written communication. Working knowledge of Retail policies and procedures to make sound decisions. 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 extended computer screen viewing. The program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate may be required for classroom training sessions. Location Sarasota, Florida 34231. 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