Personal Banker Associate I - Lighthouse Point DeNovo

Fifth Third Bancorp
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Professional communication","Ethical conduct"]

Onboard into the Retail Personal Banker I role through a 4–8 week training and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach customers via approved marketing tools. Cross-sell existing customers, support outside sales/community events, refer to business partners, and help meet production and customer experience goals while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I - Lighthouse Point DeNovo

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Last checked: 14 hours agoStatus: Live

Job Summary

Onboard into the Retail Personal Banker I role through a 4–8 week training and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach customers via approved marketing tools. Cross-sell existing customers, support outside sales/community events, refer to business partners, and help meet production and customer experience goals while following risk and ethics policies.
Location: Florida
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 current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Utilize CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities such as onsite presentations and community financial literacy events.
  • •Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for timely, holistic financial solutions.
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/small business customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to complete S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer serviceRisk awarenessProfessional communicationEthical conduct
Certifications:S.A.F.E. Act registration
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
Glassdoor: 3.7
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