Float Personal Banker I - Columbia, SC
Fifth Third Bank · Elgin, SC · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: h3 headings for sections present: About the role? The posting includes description: "General Function Selected candidates...". Could treat as About the role. Responsibilities: list of duties. Requirements: Minimum Knowledge, Skills And Abilities Required. Benefits: mention benefits and compensation. Pay: mention base salary reflective of range; but not specific numbers, so we should NOT create Pay section unless posting actually states them. It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's not a specific number; it's vague. According to rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits: they mention benefits programs and link; that's substantive. So we can include Benefits section. Pay: not specific, so omit. Schedule: not mentioned. So sections: About the role (maybe "About the role" or "General Function"? Use heading "About the role". Responsibilities (Essential Duties And Responsibilities). Requirements (Minimum Knowledge, Skills And Abilities Required). Benefits (Total Rewards). Also maybe "Working Conditions" could be a section? Not in allowed headings list; only those listed. Could incorporate into About the role or Responsibilities? Probably not needed.
We need to use
- for any list of duties/requirements/benefits. So we need to turn the duties into list items. Responsibilities list: many sentences; we can split into
- each. Requirements list: bullet points? It's paragraph with multiple sentences; we can split into list items as well. Benefits: mention comprehensive benefits and link; we can list maybe bullet items? Could just be
but rule says use
- for any list of duties/requirements/benefits. Benefits is a list? It says "Our extensive benefits programs are designed to support the individual needs...". Not a list. Could keep as
. But we could also make a list of benefit categories: physical, financial, emotional, social well-being. That is a list. Might be okay. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details. We'll need to convert paragraphs into list items but ensure we don't lose info. Could keep some as
if not list. But rule says use
- for any list of duties/requirements/benefits. If we have a list, we must use ul/li. If not a list, we can use p. So we need to decide which parts are lists.
Responsibilities: clearly a list of duties. So ul.
Requirements: list of knowledge, skills, abilities. Could be ul.
Benefits: talk about benefits programs; could be ul of categories: comprehensive benefits, differentiated compensation, etc. Might be okay.
We'll also include location maybe as p.
We must not include boilerplate like EEO, scam warning, etc. Remove those lines.
Let's extract content:
- Opening: "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." Could be About the role.
- General Function paragraph: "Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding 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 but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's About the role.
- Essential Duties And Responsibilities list: each sentence starting with a verb. We'll make li.
List:
- 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 our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to 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, maintaining ethical behavior at all times.
- 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.
- Supervisory Responsibilities None. (We could omit as not substantive? It's a statement; maybe include as p under Responsibilities? But it's not a duty. Could include as a note. Might keep as p.)
- Minimum Knowledge, Skills And Abilities Required paragraph: list items:
- College degree or work experience providing transferrable skills, or, combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- Working Conditions: "Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions." Could be included as p under About the role or separate? Not a standard heading; we could incorporate into About the role as extra paragraph.
- Benefits section: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
We should not include Pay section because salary not specific. Benefits section we can include. We'll keep the benefits description as maybe a
plus a
- for the categories physical, financial, emotional, social well-being. Also mention Total Rewards includes comprehensive benefits and differentiated compensation offerings. Could make list.
We'll also include location as p maybe under About the role? Not required but we can include as p.
We must not include boilerplate: EEO, scam warning, staffing agency notice, etc. Remove those.
Now construct HTML:
- 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 our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L
About the role
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 on-boarding 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 but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.
Location: Columbia, South Carolina 29205
Responsibilities
- for any list of duties/requirements/benefits. If we have a list, we must use ul/li. If not a list, we can use p. So we need to decide which parts are lists.
Responsibilities: clearly a list of duties. So ul.
Requirements: list of knowledge, skills, abilities. Could be ul.
Benefits: talk about benefits programs; could be ul of categories: comprehensive benefits, differentiated compensation, etc. Might be okay.
We'll also include location maybe as p.
We must not include boilerplate like EEO, scam warning, etc. Remove those lines.
Let's extract content:
- Opening: "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." Could be About the role.
- General Function paragraph: "Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding 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 but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's About the role.
- Essential Duties And Responsibilities list: each sentence starting with a verb. We'll make li.
List:
- 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 our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to 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, maintaining ethical behavior at all times.
- 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.
- Supervisory Responsibilities None. (We could omit as not substantive? It's a statement; maybe include as p under Responsibilities? But it's not a duty. Could include as a note. Might keep as p.)
- Minimum Knowledge, Skills And Abilities Required paragraph: list items:
- College degree or work experience providing transferrable skills, or, combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- Working Conditions: "Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions." Could be included as p under About the role or separate? Not a standard heading; we could incorporate into About the role as extra paragraph.
- Benefits section: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
We should not include Pay section because salary not specific. Benefits section we can include. We'll keep the benefits description as maybe a
- for any list of duties/requirements/benefits. Benefits is a list? It says "Our extensive benefits programs are designed to support the individual needs...". Not a list. Could keep as