Personal Banker Associate II - Orlando, FL (Central Orlando)

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

Develop customer relationships and drive sales of retail banking products by using a consultative sales process and Financial Needs Assessment. Participate in rotations through Operations and Sales & Service during a 4–8 week onboarding program, then certify for the Retail Personal Banker II role. Use CAMP and approved marketing tools to reach customers and set appointments, cross-sell deposits, loans, and fee-based services, and meet customer experience and production goals while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Orlando, FL (Central Orlando)

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Last checked: 5 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales of retail banking products by using a consultative sales process and Financial Needs Assessment. Participate in rotations through Operations and Sales & Service during a 4–8 week onboarding program, then certify for the Retail Personal Banker II role. Use CAMP and approved marketing tools to reach customers and set appointments, cross-sell deposits, loans, and fee-based services, and meet customer experience and production goals while following risk and ethics policies.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete a 4–8 week onboarding program with rotations in Operations and Sales & Service, including certification at the end.
  • •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 and promote solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and perform primarily cross-selling to existing customers.
  • •Conduct consultative selling and referrals with business partners (Mortgage, Small Business, Commercial and Investment) and help source loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to engage in sales activities to acquire new customers and cross-sell to existing customers.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Consultative sellingRelationship buildingCustomer focusRisk awarenessProfessional communication
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
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