Personal Banker Associate II - Gainesville, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Financial needs assessment","Relationship building","Cross-selling","Customer service","Risk awareness","Professional communication","Confidentiality","Sales goal achievement"]

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. In this customer-facing sales role, build relationships and grow deposit, loan, and fee-based revenue using a consultative process and Financial Needs Assessment. Proactively reach customers, cross-sell to existing clients, refer opportunities to business partners, and help ensure positive customer experience while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Gainesville, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. In this customer-facing sales role, build relationships and grow deposit, loan, and fee-based revenue using a consultative process and Financial Needs Assessment. Proactively reach customers, cross-sell to existing clients, refer opportunities to business partners, and help ensure positive customer experience while following risk and ethics policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain product knowledge of retail consumer and small business offerings and recommend solutions aligned to customer needs.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Provide guidance on sales and referral processes to CSRs, meet/exceed customer experience and production goals, and help ensure positive customer outcomes while following policies and procedures.

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank through appearance and verbal/written communication.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesFinancial needs assessmentRelationship buildingCross-sellingCustomer serviceRisk awarenessProfessional communicationConfidentialitySales goal achievement
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
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