Personal Banker Associate I - Clermont, FL & Surrounding Areas

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer focus","Ethical conduct","Sales readiness","Risk awareness"]

Train to become a Retail Personal Banker by completing a 4–8 week onboarding and education program with rotations across operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and proactively reach out using approved marketing tools. Support customers with teller transactions, referrals to business partners, and meeting production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Clermont, FL & Surrounding Areas

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Train to become a Retail Personal Banker by completing a 4–8 week onboarding and education program with rotations across operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and proactively reach out using approved marketing tools. Support customers with teller transactions, referrals to business partners, and meeting production and customer experience goals.
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 thorough customer profiles and identify financial needs.
  • •Recommend appropriate solutions using in-depth knowledge of retail consumer and small business products and services.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Primarily focus on cross-selling and support outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing, while maintaining confidentiality and following risk and conduct policies.
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 consumer household and small business customers and/or cross-sell established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through NMLS at time of employment.
Experience:Financial services
Skills:Professional communicationCustomer focusEthical conductSales readinessRisk awareness
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemMU4RMortgage.nationwidelicensingsystem.org

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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Glassdoor: 3.7
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