Float Personal Banker Associate I - Lee County Region

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer profiling","Risk awareness","Professional communication","Customer satisfaction orientation"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively set appointments using approved marketing tools. Cross-sell, support partner referrals (Mortgage, Small Business, Commercial/Investment), process teller transactions, and help drive customer experience and revenue goals while following risk and ethical policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 hour ago

Float Personal Banker Associate I - Lee County Region

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Last checked: 1 hour agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively set appointments using approved marketing tools. Cross-sell, support partner referrals (Mortgage, Small Business, Commercial/Investment), process teller transactions, and help drive customer experience and revenue goals while following risk and ethical policies.
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 identify customer needs and build customer profiles.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities and community financial literacy events.
  • •Process teller transactions and support the full range of retail product opening/servicing, including consumer loan and bankcard processes.
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 develop comfort level with sales activities to acquire new customers and/or cross-sell to existing 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:Consultative salesCustomer profilingRisk awarenessProfessional communicationCustomer satisfaction orientation
Licenses:S.A.F.E. Act registration (NMLS MU4R)
Tech Stack:CAMPNationwide Mortgage Licensing System (NMLS)MU4R

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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