Float Personal Banker 1 - Central Charlotte Area

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Professional communication","Problem-solving","Confidentiality","Teamwork","Judgment","Initiative","Risk awareness","Ethical conduct","Sales referral mindset"]

Provide customer care for daily banking transactions, answering inquiries, resolving issues, and referring customers to the right business partners for products and services. Maintain confidentiality, follow risk and ethical policies, and support efficient office operations including balancing records and handling outages. Meet or exceed sales referral expectations, use tracking tools and dashboards for referrals, and keep retail policy and procedures up to date while traveling to various financial centers.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Float Personal Banker 1 - Central Charlotte Area

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide customer care for daily banking transactions, answering inquiries, resolving issues, and referring customers to the right business partners for products and services. Maintain confidentiality, follow risk and ethical policies, and support efficient office operations including balancing records and handling outages. Meet or exceed sales referral expectations, use tracking tools and dashboards for referrals, and keep retail policy and procedures up to date while traveling to various financial centers.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer care for daily transactions, inquiries, and problem resolution in accordance with bank policies.
  • •Answer customer questions, find solutions, and direct more complex issues to the Lead Customer Service Representative or other leadership as needed.
  • •Initiate conversations to uncover customer needs and refer customers to business partners for selling and cross-selling; consistently meet sales referral targets.
  • •Perform daily office responsibilities and maintain a balancing record aligned with policy, including finding and correcting outages and enlisting help when needed.
  • •Keep customer information confidential, follow the Bancorp Code of Business Conduct and Ethics, and continuously update knowledge of retail policies and procedures.

Key Requirements

  • •High school diploma/GED.
  • •Minimum of 2 years of CSR experience with retail policies and procedures knowledge to perform duties with minimal supervision.
  • •Ability to handle extensive cash transactions, including performing advanced math functions.
  • •Comfortably interact with the public and communicate effectively in oral and written form with a professional image.
  • •SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Education:High School
Skills:Customer serviceProfessional communicationProblem-solvingConfidentialityTeamworkJudgmentInitiativeRisk awarenessEthical conductSales referral mindset
Certifications:SAFE Act registrationNMLS registration

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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Glassdoor: 3.7
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