Personal Banker Associate I

Fifth Third Bancorp
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer service","Communication","Risk awareness","Ethical behavior"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding program with rotations across operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach customers using approved marketing tools, support outside sales activities, and guide CSRs through sales and referrals while helping drive Financial Center production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month 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 2 months ago

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding program with rotations across operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach customers using approved marketing tools, support outside sales activities, and guide CSRs through sales and referrals while helping drive Financial Center production goals.
Location: Florida
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 in-depth 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.
  • •Cross-sell to existing customers and engage in outside sales activities as directed.
  • •Establish working relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for holistic solutions.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryRetail bankingConsumer bankingSmall business lending
Education:Bachelor's
Skills:Consultative sellingCustomer serviceCommunicationRisk awarenessEthical 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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