Personal Banker Associate I . Sarasota FL . Full Time

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

Serve as a Retail Personal Banker I within a financial center, learning the role through a 4–8 week onboarding and education program that includes 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, cross-sell, and set appointments using marketing tools. Process teller transactions, maintain risk accountability, refer customers to business partners, and support loan and bankcard processes while meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Personal Banker Associate I . Sarasota FL . Full Time

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I within a financial center, learning the role through a 4–8 week onboarding and education program that includes 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, cross-sell, and set appointments using marketing tools. Process teller transactions, maintain risk accountability, refer customers to business partners, and support loan and bankcard processes while meeting customer experience and production goals.
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 knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Perform cross-selling to the existing customer base and conduct outside sales activities as directed (e.g., presentations, business sales calls, community events).
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing while following retail policies and procedures.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer experienceRisk awarenessCommunicationEthical behavior
Certifications: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
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