Personal Banker Associate I - Gainesville, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Risk awareness","Ethical conduct","Communication"]

Train to become a Retail Personal Banker I focused on consultative, proactive discovery of customers’ financial needs. Build customer profiles using a Financial Needs Assessment, recommend retail consumer and small business solutions, and use approved marketing tools (including CAMP) to set appointments. Cross-sell and perform outside sales activities, partner with business groups for referrals, meet production goals, and help guide CSRs through the sales and referral process while following risk and ethics policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Gainesville, FL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Train to become a Retail Personal Banker I focused on consultative, proactive discovery of customers’ financial needs. Build customer profiles using a Financial Needs Assessment, recommend retail consumer and small business solutions, and use approved marketing tools (including CAMP) to set appointments. Cross-sell and perform outside sales activities, partner with business groups for referrals, meet production goals, and help guide CSRs through the sales and referral process while following risk and ethics policies.
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 current/future needs.
  • •Maintain knowledge of retail consumer and small business products and recommend appropriate solutions using the bank’s value proposition.
  • •Utilize CAMP and other approved marketing tools to reach customers, set appointments, and support periodic financial reviews.
  • •Primarily focus on cross-selling and outside sales activities including onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions, support risk management through adherence to policies, and follow ethical/conduct requirements while owning sourced 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.
  • •Preferred experience in the financial industry.
  • •Ability to comfortably perform sales activities to acquire new customers and cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer relationship managementRisk awarenessEthical conductCommunication
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSTele-consulting

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
WebsiteLinkedInGlassdoor