Personal Banker Associate I- Gainesville, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer-focused","Ethical judgment","Sales ability","Problem ownership"]

Serve as a Retail Personal Banker focused on consultative sales to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, recommend retail and small business solutions, and use marketing tools to set appointments and drive periodic financial reviews. Cross-sell, support outside sales activities, partner with Business Partners via referrals, process teller transactions, and help customers through loan and bankcard processes while maintaining risk, confidentiality, and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I- Gainesville, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker focused on consultative sales to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, recommend retail and small business solutions, and use marketing tools to set appointments and drive periodic financial reviews. Cross-sell, support outside sales activities, partner with Business Partners via referrals, process teller transactions, and help customers through loan and bankcard processes while maintaining risk, confidentiality, and ethical standards.
Location: United States
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 build customer profiles and identify financial needs.
  • •Maintain knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Primarily focused on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including originating loans through closing, while ensuring confidentiality and following risk policies.
Travel: Medium travel

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 perform sales activities to acquire new consumer households and cross-sell to existing customers.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:CommunicationCustomer-focusedEthical judgmentSales abilityProblem ownership
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
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Glassdoor: 3.7
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