Personal Banker Associate I - Traditions DeNovo - Port St Lucie

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer service","Risk awareness","Ethics","Sales aptitude"]

Serve as a Retail Personal Banker I in a Financial Center, using consultative sales and Financial Needs Assessments to identify and meet customers’ financial needs. Build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools to set periodic review appointments. Focus on cross-selling and outside/community sales, partner with mortgage and business teams, process teller transactions, and support consumer loan and bankcard workflows while maintaining risk and ethical compliance.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Traditions DeNovo - Port St Lucie

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Last checked: 14 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center, using consultative sales and Financial Needs Assessments to identify and meet customers’ financial needs. Build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools to set periodic review appointments. Focus on cross-selling and outside/community sales, partner with mortgage and business teams, process teller transactions, and support consumer loan and bankcard workflows while maintaining risk and ethical compliance.
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.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set periodic financial review appointments.
  • •Engage in cross-selling and outside sales activities, including community financial literacy events and presentations as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing, while following retail policies and risk procedures.
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 consumer households and small business customers and/or cross-sell established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:CommunicationCustomer serviceRisk awarenessEthicsSales aptitude
Licenses:NMLS
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

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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