Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer-focused","Communication","Ethical conduct","Problem ownership"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small-business solutions, and drive new and existing customer relationships through lobby/aisle leadership, tele-consulting, and outside sales/community events. Ensure risk and ethical responsibilities while processing teller transactions and supporting the financial center’s production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small-business solutions, and drive new and existing customer relationships through lobby/aisle leadership, tele-consulting, and outside sales/community events. Ensure risk and ethical responsibilities while processing teller transactions and supporting the financial center’s production goals.
Location: Naples
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.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and support financial center opening/closing as directed.
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 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 at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer-focusedCommunicationEthical conductProblem ownership
Certifications:S.A.F.E. 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
Glassdoor
Glassdoor: 3.7
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