Float Personal Banker - Costa Mesa

Overview

Selected candidates will 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 role focuses on using a consultative sales process and the Financial Needs Assessment to proactively identify and meet the financial needs of customers and prospects. The position is a financial center position that involves processing teller transactions and serving as a member of the platform staff.

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
• Utilize CAMP and other approved Marketing tools to reach out to customers and set appointments for periodic financial reviews.
• Cross‑sell to existing customers and conduct 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.
• Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth 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 trust and confidentiality of all customer business.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies.
• Adhere to policies while opening/servicing the full range of Retail products.
• 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 by the Financial Center Manager.
• Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
• Perform daily office responsibilities with the platform team to maintain efficient office operation.

None.

• College degree or equivalent work experience; high‑school diploma/GED plus at least 2 years of customer‑service experience in the banking or related industry.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small‑business customers and/or cross‑sell to established customers.
• Proficiency in advanced math functions for analyzing credit and financial information.
• Professional appearance and verbal/written communication skills.
• Knowledge of Retail policies and procedures to exercise sound judgment.
• SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment; regular computer use. Travel within the affiliate for training and occasional outside travel for classroom training sessions. Flexible scheduling required.

Float Personal Banker1 – Total Base Pay Range: $43,680.00 – $69,900.00

USD annually.

Costa Mesa, California
92626.

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.