Personal Banker Associate I - Lantana

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

Become a Retail Personal Banker I after completing a 4–8 week onboarding and education program with rotations across 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 drive appointments and cross-selling. Support transactions, refer customers to business partners, guide CSRs, and uphold risk and compliance expectations to protect customers and enhance experience.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Lantana

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Last checked: 14 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I after completing a 4–8 week onboarding and education program with rotations across 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 drive appointments and cross-selling. Support transactions, refer customers to business partners, guide CSRs, and uphold risk and compliance expectations to protect customers and enhance experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Recommend retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and perform outside sales activities as directed.
  • •Process teller transactions, open/service retail products, and participate in consumer loan and bankcard processes.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Must be able to complete S.A.F.E. Act registration through NMLS at time of employment.
Experience:Financial services
Skills:Consultative salesCustomer serviceCommunicationRisk awarenessProfessionalism
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
Glassdoor
Glassdoor: 3.7
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