Fifth Third Bancorp

1 month ago

Personal Banker Associate I (Lake worth)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Develop customer profiles and meet financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP marketing tools to reach out and schedule reviews, and focus on cross-selling while supporting outside sales activities. Build relationships with business partners (Mortgage, Small Business, Commercial, Investment), guide CSRs on sales/referrals, process teller transactions, and help achieve customer experience and production goals within a risk-aware culture.

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 needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for financial reviews.
•Cross-sell to existing customers and engage in outside sales activities, including onsite presentations and community financial literacy events.
•Support lending and bankcard processes, including owning sourced loans from application through closing.

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 engage in sales activities to acquire new customers and cross-sell to established customers.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer profilingRisk awarenessProfessional communicationEthics

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLS

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 month ago

Personal Banker Associate I (Lake worth)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

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 needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for financial reviews.
•Cross-sell to existing customers and engage in outside sales activities, including onsite presentations and community financial literacy events.
•Support lending and bankcard processes, including owning sourced loans from application through closing.

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 engage in sales activities to acquire new customers and cross-sell to established customers.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer profilingRisk awarenessProfessional communicationEthics

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor