Jobs · Finance · California

Float Personal Banker I- Los Altos

Fifth Third Bank · San Jose, CA · 2 wk ago
FinanceFull-time

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

  • Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies.
  • Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations.
  • 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 ensuring that actions and behaviors drive a positive customer experience.
  • Operate within the Bank’s risk appetite, achieving results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
  • Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
  • Maintain a position of trust and responsibility by keeping all customer business confidential.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
  • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
  • Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
  • Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
  • Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
  • Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
  • Actively involve self in daily huddles, sales meetings and staff meetings.
  • Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
  • Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
  • Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
  • Consistently review tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
  • Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.

Qualifications

  • High school diploma/GED.
  • Extensive cash handling ability to perform advanced math functions.
  • The ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
  • A minimum of 2 years of CSR experience.
  • The ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
  • The ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
  • Safety Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Skills

  • Customer service skills.
  • Problem-solving abilities.
  • Communication skills.
  • Mathematical proficiency.
  • Teamwork and collaboration.
  • Adaptability and flexibility.

Benefits

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.

Pay

Total Base Pay Range: $43,680.00 - $69,900.00 USD

Schedule

Normal office environment. Extending viewing of computer screens. Travel will be required.

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