Personal Banker Associate II- Encinitas

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Communication","Confidentiality"]

Become a Retail Personal Banker II after a 4–8 week onboarding and education program with rotations in Operations and Sales & Service. You’ll build customer profiles, promote deposits, loans, and fee-based services, and cross-sell to existing customers through consultative sales and Financial Needs Assessments. The role also supports referrals with business partners, uses approved marketing tools to set appointments, meets production and customer-experience goals, and helps customers through confidential, risk-aware service.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate II- Encinitas

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Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II after a 4–8 week onboarding and education program with rotations in Operations and Sales & Service. You’ll build customer profiles, promote deposits, loans, and fee-based services, and cross-sell to existing customers through consultative sales and Financial Needs Assessments. The role also supports referrals with business partners, uses approved marketing tools to set appointments, meets production and customer-experience goals, and helps customers through confidential, risk-aware service.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and 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/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and perform periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and conduct outside sales activities as directed.
  • •Provide guidance to CSRs on sales and referrals, meet/exceed customer experience and production goals, and maintain confidentiality and policy compliance.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

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 acquire new customers and cross-sell to established customers through sales activities.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesCustomer serviceRisk awarenessCommunicationConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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