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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Float Personal Banker 1

Retail & Commercial BankingPosted on Nov 9
Full-timeSan Jose, CA, USA$43.7k - $69.9k /yr

About the Job

Requirements

  • A high school diploma or GED is required.
  • The role requires extensive cash handling and the ability to perform advanced math functions.
  • The role requires presenting a professional image when interacting with the public and initiating dialogue confidently and comfortably.
  • The role requires reading and writing well enough to communicate orally and in writing.
  • At least two years of customer service representative experience is required to acquire in-depth retail policies and procedures knowledge and perform duties with minimal supervision.
  • The role requires initiative, sound judgment in decision-making, diplomacy, and tact in problem resolution.
  • The role requires the ability to work positively with coworkers and management in a team environment.
  • The role requires flexibility in scheduling.
  • SAFE Act registration through the Nationwide Mortgage Licensing System is required at employment.
  • Travel is required.

Responsibilities

  • Provide customer care for daily transactions, inquiries, and problem resolution in accordance with bank policies.
  • Refer customers to appropriate business partners for products and services identified during interactions.
  • Travel to various financial centers within the market.
  • Promote customer satisfaction by applying customer experience behaviors, maintaining a friendly demeanor, and demonstrating willingness to help.
  • Build rapport with customers and maintain knowledge of account ownership.
  • Answer customer questions or find answers and solutions to customer issues.
  • Respond promptly to correspondence and resolve problems in a timely manner.
  • Maintain customer confidentiality and uphold the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities with the platform team to maintain efficient office operations.
  • Maintain balancing records in accordance with policy, identify and correct outages, and enlist help as needed.
  • Maintain current knowledge of bank policies and financial center procedures.
  • Handle consumer and business customer problems professionally and refer complex issues to the Lead Customer Service Representative or other leadership.
  • Use sound judgment and follow established guidelines and procedures.
  • Meet or exceed sales referral targets set by management.
  • Participate in daily huddles, sales meetings, and staff meetings.
  • Maintain current working knowledge of retail products and services and seek further development as needed.
  • Initiate conversations to identify customer needs and refer customers to business partners for sales and cross-selling.
  • Use appropriate tools to track referrals sent to business partners.
  • Review tools and dashboards daily to monitor referral progress and fulfillment and ensure proper disposition.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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