Personal Banker Associate - Winter Haven, FL

Position Overview

Personal Banker Associate I – Winter Haven, FL

Selected candidates aim 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 culminates in a certification that enables candidates to demonstrate the skills required to perform successfully in the Retail Personal Banker job family.

• 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 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 the existing customer base and engaging in outside sales activities such as membership advantage 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.
• 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 other related policies.
• 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.

• College degree or comparable work experience providing transferable skills, or a combination of education and experience.
• Preferred experience in the financial industry.
• Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to existing customers.
• Ability to analyze credit and financial information using advanced math functions.
• Professional appearance and verbal/written communication skills to represent Fifth Third Bank.
• Working knowledge of retail policies and procedures to exercise sound judgment.
• Required to register for the S.A.F.E. Act at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides the necessary MU4R questions and registration for this position.

Normal office environment with extended computer screen use. The program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate will be required for various classroom training sessions.

Winter Haven, Florida 33884

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.