Personal Banker Associate I (Stuart)

Fifth Third Bancorp
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Professional communication","Ethical behavior","Relationship building","Confidence in addressing customer issues"]

Join a rotational onboarding program to become a Retail Personal Banker I, combining operations and Sales & Service training with a final certification. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and proactively set periodic financial review appointments. Cross-sell, support business growth goals, guide customer service representatives on sales/referrals, and maintain risk, ethics, and confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I (Stuart)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Join a rotational onboarding program to become a Retail Personal Banker I, combining operations and Sales & Service training with a final certification. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and proactively set periodic financial review appointments. Cross-sell, support business growth goals, guide customer service representatives on sales/referrals, and maintain risk, ethics, and confidentiality.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and help meet customer experience and individual/team production goals while guiding CSRs on sales and referral processes.

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort level 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.
  • •S.A.F.E. Act registration at time of employment through NMLS (MU4R and registration required).
Experience:Financial industryBankingFinancial services
Skills:Customer-focusedProfessional communicationEthical behaviorRelationship buildingConfidence in addressing customer issues
Licenses: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
Glassdoor
Glassdoor: 3.7
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