Personal Banker Associate II - Winter Garden, FL Area

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Relationship building","Customer service","Risk awareness","Communication"]

Become a Retail Personal Banker II through a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, leading to certification. In this sales-focused role, build customer relationships and develop new and existing business by promoting deposits, loans, and fee-based services. Use a consultative sales process and Financial Needs Assessment, meet goals, support customer satisfaction, follow risk and ethics policies, and collaborate with business partners through referrals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II - Winter Garden, FL Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II through a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, leading to certification. In this sales-focused role, build customer relationships and develop new and existing business by promoting deposits, loans, and fee-based services. Use a consultative sales process and Financial Needs Assessment, meet goals, support customer satisfaction, follow risk and ethics policies, and collaborate with business partners through referrals.
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 needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions aligned to customer needs.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments for periodic financial reviews, and drive retention.
  • •Cross-sell primarily to the existing customer base and engage in outside sales activities as directed.
  • •Participate in consumer loan and bankcard processes, including owning sourced loans from application through closing, while following policies to mitigate fraud and risk.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to comfortably conduct sales activities to acquire new consumers/small businesses and cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Must obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessCommunication
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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Glassdoor: 3.7
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