Personal Banker Associate I (Stuart, Port St Lucie) - DeNovo

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer focus","Professional communication","Risk awareness","Relationship building"]

Build customer profiles using a consultative sales process and Financial Needs Assessment, then recommend Retail consumer and small business solutions. Proactively reach customers with approved marketing tools, set appointments, and focus on cross-selling and outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial, Investment) through referrals, meet customer experience and production goals, and maintain confidentiality while supporting risk policies. Complete onboarding and earn required certification for the Retail Personal Banker role.

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Fifth Third Bancorp
Fifth Third Bancorp
4 hours ago

Personal Banker Associate I (Stuart, Port St Lucie) - DeNovo

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Last checked: 4 hours agoStatus: Live

Job Summary

Build customer profiles using a consultative sales process and Financial Needs Assessment, then recommend Retail consumer and small business solutions. Proactively reach customers with approved marketing tools, set appointments, and focus on cross-selling and outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial, Investment) through referrals, meet customer experience and production goals, and maintain confidentiality while supporting risk policies. Complete onboarding and earn required certification for the Retail Personal Banker role.
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 in-depth knowledge of Retail consumer and small business products and recommend appropriate solutions using the value proposition.
  • •Utilize CAMP and other approved marketing tools to proactively reach customers and schedule periodic financial reviews.
  • •Focus on cross-selling to the existing customer base and engage in outside sales activities as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing.
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 level with sales activities to acquire new customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop a working knowledge of Retail policies and procedures to make sound decisions.
Experience:Financial services
Education:Bachelor's
Skills:Consultative salesCustomer focusProfessional communicationRisk awarenessRelationship building
Certifications:S.A.F.E. Act registration (via NMLS)
Tech Stack:CAMPS.A.F.E. ActNMLS

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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