Personal Banker Associate II- Delray, Lantana

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

Join a Retail Personal Banker II onboarding program that rotates through Operations and Sales & Service, culminating in a certification. In this sales-focused role, build customer relationships and grow revenue by promoting deposits, loans, and fee-based services, conducting financial needs assessments, and using consultative processes. Meet customer experience and production goals, cross-sell to existing customers, support referrals with business partners, and follow risk and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II- Delray, Lantana

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Join a Retail Personal Banker II onboarding program that rotates through Operations and Sales & Service, culminating in a certification. In this sales-focused role, build customer relationships and grow revenue by promoting deposits, loans, and fee-based services, conducting financial needs assessments, and using consultative processes. Meet customer experience and production goals, cross-sell to existing customers, support referrals with business partners, and follow risk and confidentiality 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 financial needs.
  • •Recommend retail consumer and small business solutions using the bank’s value proposition and maintain in-depth product/service knowledge.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and approved marketing tools.
  • •Drive cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Meet/exceed customer experience and production goals, provide referral guidance to CSRs, and maintain confidentiality while following policies and risk procedures.

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated understanding of advanced math for analyzing credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration at the time of employment via NMLS (MU4R required).
Experience:Financial services
Skills:Consultative sellingCustomer serviceRisk awarenessCommunicationProblem ownership
Certifications:S.A.F.E. Act registration (NMLS MU4R)

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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