Personal Banker Associate I (Jupiter)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Communication","Professionalism","Ethics","Risk awareness"]

Serve as a Retail Personal Banker I after onboarding and certification, using a consultative sales process and Financial Needs Assessment to identify customer needs, build profiles, and cross-sell retail products. Manage lobby/Bank Mart leadership and tele-consulting, use CAMP and marketing tools to set appointments, and partner with mortgage and small business groups to provide holistic solutions while maintaining risk, confidentiality, and customer-experience standards.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I (Jupiter)

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

Job Summary

Serve as a Retail Personal Banker I after onboarding and certification, using a consultative sales process and Financial Needs Assessment to identify customer needs, build profiles, and cross-sell retail products. Manage lobby/Bank Mart leadership and tele-consulting, use CAMP and marketing tools to set appointments, and partner with mortgage and small business groups to provide holistic solutions while maintaining risk, confidentiality, and customer-experience standards.
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 and future financial needs.
  • •Recommend retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including business calls and community financial literacy events, as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing.
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).
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Maintain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial services
Skills:Customer focusCommunicationProfessionalismEthicsRisk awareness
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)

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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