Personal Banker Associate I

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

Build customer relationships using a consultative sales process and Financial Needs Assessment to identify needs for retail consumers and small businesses. Use approved marketing tools to reach out, set appointments, and cross-sell products to existing customers while supporting outside sales activities and community events. Process teller transactions, guide CSRs on referrals and sales, and maintain compliance, confidentiality, and risk accountability in a financial center setting.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Build customer relationships using a consultative sales process and Financial Needs Assessment to identify needs for retail consumers and small businesses. Use approved marketing tools to reach out, set appointments, and cross-sell products to existing customers while supporting outside sales activities and community events. Process teller transactions, guide CSRs on referrals and sales, and maintain compliance, confidentiality, and risk accountability in a financial center setting.
Location: Naples
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 retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and support outside sales activities and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans through closing.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesConsumer bankingSmall business banking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Certifications:SAFE Act registrationNMLS
Tech Stack: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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