Personal Banker Associate II - Windermere, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer relationship building","Consultative selling","Risk awareness","Professional communication","Confidentiality"]

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in certification. In this sales-focused role, develop customer relationships and promote deposits, loans, and fee-based services using a consultative sales process and Financial Needs Assessment. Cross-sell to existing customers, support referrals with business partners, meet production and customer experience goals, and responsibly manage risk.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Windermere, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in certification. In this sales-focused role, develop customer relationships and promote deposits, loans, and fee-based services using a consultative sales process and Financial Needs Assessment. Cross-sell to existing customers, support referrals with business partners, meet production and customer experience goals, and responsibly manage risk.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and support outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Follow bank policies while opening/servicing retail products, participate in consumer loan and bankcard processes, and maintain confidentiality.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Customer relationship buildingConsultative sellingRisk awarenessProfessional communicationConfidentiality
Licenses:NMLS
Certifications:S.A.F.E. Act registration (NMLS)

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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