Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Communication","Risk awareness","Professionalism"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using approved marketing tools. Maintain risk accountability, handle teller transactions, support referrals to mortgage and business partners, and help drive financial center growth and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using approved marketing tools. Maintain risk accountability, handle teller transactions, support referrals to mortgage and business partners, and help drive financial center growth and customer experience 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.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and support outside sales activities as directed, including community financial literacy events and presentations.
  • •Process teller transactions, assist with loan processes through closing, and uphold risk and ethical responsibilities.
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/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the NMLS.
Experience:Financial servicesRetail banking
Skills:Consultative salesCustomer focusCommunicationRisk awarenessProfessionalism
Certifications:S.A.F.E. ActNMLS

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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