Personal Banker Associate I - Davenport, FL & Surrounding Areas

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Sales","Communication","Professionalism","Risk awareness","Customer focus"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, ending with a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set financial review appointments. Cross-sell, support referrals with business partners, and help process teller transactions while maintaining risk, ethics, and customer confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I - Davenport, FL & Surrounding Areas

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Last checked: 23 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, ending with a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set financial review appointments. Cross-sell, support referrals with business partners, and help process teller transactions while maintaining risk, ethics, and customer confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and the Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Primarily focused on cross-selling existing customers and engaging in outside sales activities as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers to deliver timely, holistic financial solutions.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort level with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated ability to use advanced math skills to analyze credit and financial information.
  • •This role requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.
Experience:Financial industry
Education:Bachelor's
Skills:SalesCommunicationProfessionalismRisk awarenessCustomer focus
Licenses:S.A.F.E. Act registration (NMLS)

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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