Personal Banker Associate I - South Jacksonville, FL

Fifth Third Bancorp
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Professional communication","Ethical conduct","Customer issue ownership"]

Join as a Personal Banker Associate I focused on consultative sales and proactive discovery of customers’ financial needs. You’ll complete an onboarding and certification program, build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, cross-sell, and set appointments using CAMP and approved marketing tools. You’ll also process teller transactions, support risk and ethical standards, and coordinate referrals with mortgage, small business, commercial, and investment partners.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - South Jacksonville, FL

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Last checked: 3 hours agoStatus: Live

Job Summary

Join as a Personal Banker Associate I focused on consultative sales and proactive discovery of customers’ financial needs. You’ll complete an onboarding and certification program, build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, cross-sell, and set appointments using CAMP and approved marketing tools. You’ll also process teller transactions, support risk and ethical standards, and coordinate referrals with mortgage, small business, commercial, and investment partners.
Location: Florida
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 financial needs.
  • •Recommend retail consumer and small business products/services using the company’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and drive periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions, participate in consumer loan and bankcard process, and follow retail policies to mitigate fraud and risk.
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 with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to obtain and maintain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial services
Skills:Consultative sellingCustomer focusProfessional communicationEthical conductCustomer issue ownership
Licenses:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

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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