Retail Personal Banker Associate II - Naples

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Risk management","Customer service","Confidentiality","Communication"]

Build customer relationships and drive sales of retail banking products for consumers and small businesses. Through a 4–8 week onboarding and education program, you’ll learn rotations in Operations and Sales & Service, earn certification, and use a consultative sales process and Financial Needs Assessment to identify needs. Meet goals through cross-selling, outside outreach, referral partnerships, and confident account handling while following risk and ethics procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Retail Personal Banker Associate II - Naples

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Last checked: 4 hours agoStatus: Live

Job Summary

Build customer relationships and drive sales of retail banking products for consumers and small businesses. Through a 4–8 week onboarding and education program, you’ll learn rotations in Operations and Sales & Service, earn certification, and use a consultative sales process and Financial Needs Assessment to identify needs. Meet goals through cross-selling, outside outreach, referral partnerships, and confident account handling while following risk and ethics procedures.
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 detailed 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 reach out to customers, set appointments, and drive periodic financial reviews.
  • •Primarily focus on cross-selling to existing customers and engage in outside sales activities as directed.
  • •Follow policies and procedures while meeting customer experience and production goals, including risk identification, loan and bankcard process participation, and referral guidance to CSRs.
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 is preferred.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new consumer and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must complete S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesRisk managementCustomer serviceConfidentialityCommunication
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPFinancial Needs AssessmentNMLSS.A.F.E. ActMU4R

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
Glassdoor
Glassdoor: 3.7
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