Personal Banker Associate I - The Villages, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Professional communication","Confidentiality","Risk awareness"]

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, recommend retail consumer and small business solutions, and proactively reach out using CAMP and marketing tools. Drive cross-selling, set appointments for financial reviews, process teller transactions, and refer customers to partners like Mortgage and Small Business for holistic outcomes.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - The Villages, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 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, recommend retail consumer and small business solutions, and proactively reach out using CAMP and marketing tools. Drive cross-selling, set appointments for financial reviews, process teller transactions, and refer customers to partners like Mortgage and Small Business for holistic outcomes.
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.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions aligned to value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities, including community financial literacy events and business sales calls as directed.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and support opening/closing activities for the financial center or bank mart as directed.
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 existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop working knowledge of retail policies and procedures to apply sound judgment.
Skills:Consultative sellingCustomer relationship buildingProfessional communicationConfidentialityRisk awareness
Licenses:SAFE Act registrationNMLS registration
Tech Stack:CAMPNMLS

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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