Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Serve as a Retail Personal Banker I focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Cross-sell, support outside sales activities, refer to business partners, process teller transactions, and guide CSRs while meeting experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Retail Personal Banker I focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Cross-sell, support outside sales activities, refer to business partners, process teller transactions, and guide CSRs while meeting experience and production goals.
Location: Naples
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 appropriate retail consumer and small business products/services based on the value proposition.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process through closing, following retail policies and procedures.
Travel: Low 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 household and small business customers and/or cross-sell established customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:NMLSSAFE ActMU4RCAMPFinancial Needs Assessment

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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