Personal Banker Associate II - Inverness, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused service","Consultative selling","Relationship building","Communication","Risk awareness"]

Join a retail banking sales program where selected candidates complete onboarding and training rotations before becoming a Retail Personal Banker II. You’ll use a consultative sales approach and Financial Needs Assessment to build customer profiles, promote deposits, loans, and fee-based services, and cross-sell to consumers and small businesses. You’ll also support referrals with business partners, meet production and customer experience goals, and follow risk, compliance, and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate II - Inverness, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Join a retail banking sales program where selected candidates complete onboarding and training rotations before becoming a Retail Personal Banker II. You’ll use a consultative sales approach and Financial Needs Assessment to build customer profiles, promote deposits, loans, and fee-based services, and cross-sell to consumers and small businesses. You’ll also support referrals with business partners, meet production and customer experience goals, and follow risk, compliance, and confidentiality 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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set periodic financial review appointments.
  • •Cross-sell to the existing customer base and engage in outside sales activities and community financial literacy events.
  • •Meet/exceed customer experience and production goals, provide guidance for CSRs on sales/referrals, and follow policies to mitigate fraud and risk.
Travel: Medium travel

Key Requirements

  • •Complete a 4-8 week onboarding and education program and obtain certification to perform as a Retail Personal Banker II.
  • •College degree or work experience providing transferable skills (combination of education and experience acceptable).
  • •Experience in the financial industry preferred.
  • •Ability to perform sales activities to acquire new customers and cross-sell to established customers.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer-focused serviceConsultative sellingRelationship buildingCommunicationRisk awareness
Certifications:S.A.F.E. ActNMLS registration

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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