Personal Banker Associate I - St. Augustine, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Professional communication","Ethical conduct","Relationship building"]

Become a Retail Personal Banker I focused on consultative sales in a financial center setting. Build customer profiles using Financial Needs Assessments, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set periodic reviews. Drive cross-selling and outside sales activities, refer customers to mortgage and other partners, and support operations by processing teller transactions and participating in opening/closing and loan onboarding processes.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - St. Augustine, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I focused on consultative sales in a financial center setting. Build customer profiles using Financial Needs Assessments, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set periodic reviews. Drive cross-selling and outside sales activities, refer customers to mortgage and other partners, and support operations by processing teller transactions and participating in opening/closing and loan onboarding processes.
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 appropriate retail consumer and small business products/services, using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Conduct cross-selling and outside sales activities, including membership presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing, including financial center opening/closing as directed.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferable 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 households and small business customers and/or cross-sell to existing customers.
  • •Ability to 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 services
Skills:Consultative sellingCustomer serviceProfessional communicationEthical conductRelationship building
Licenses:S.A.F.E. Act registrationNMLS registration
Tech Stack:CAMPFinancial Needs AssessmentNMLS

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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