Personal Banker Associate I - Davenport, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Risk awareness","Ethical conduct","Confidence"]

Build customer households and deepen relationships through a consultative sales process and Financial Needs Assessment. Recommend solutions across retail consumer and small business products, proactively reach customers using approved marketing tools, and cross-sell while engaging in outside sales activities and community events. Establish partnerships by referring to business partners (mortgage, small business, commercial, investment). Process teller transactions, support risk management, and guide customer issues with a focus on an exceptional experience.

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Fifth Third Bancorp
Fifth Third Bancorp
6 days ago

Personal Banker Associate I - Davenport, FL

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build customer households and deepen relationships through a consultative sales process and Financial Needs Assessment. Recommend solutions across retail consumer and small business products, proactively reach customers using approved marketing tools, and cross-sell while engaging in outside sales activities and community events. Establish partnerships by referring to business partners (mortgage, small business, commercial, investment). Process teller transactions, support risk management, and guide customer issues with a focus on an exceptional experience.
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 financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and follow policies while opening/servicing retail products, including participation in consumer loan and bankcard processes.
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.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.
Experience:Financial services
Skills:CommunicationCustomer focusRisk awarenessEthical conductConfidence
Certifications:SAFE Act 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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