Personal Banker Associate I - Tampa, FL (Southern Area)a

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

Build customer relationships using a consultative sales approach and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Use marketing tools (including CAMP) to reach out, schedule reviews, and drive appointment-based cross-selling. Process teller transactions, participate in loan and bankcard processes, and work with business partners (Mortgage, Small Business, Commercial, Investment) while maintaining risk, ethics, and confidentiality standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Tampa, FL (Southern Area)a

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build customer relationships using a consultative sales approach and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Use marketing tools (including CAMP) to reach out, schedule reviews, and drive appointment-based cross-selling. Process teller transactions, participate in loan and bankcard processes, and work with business partners (Mortgage, Small Business, Commercial, Investment) while maintaining risk, ethics, and confidentiality standards.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Utilize CAMP and other approved marketing tools to proactively reach customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and support outside sales activities, including community financial literacy events and presentations.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
Travel: Medium travel

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 consumer households and small business customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math for analysis of credit and financial information.
  • •SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationProblem ownership
Certifications:SAFE Act registration (NMLS)
Tech Stack:CAMPNMLSSAFE ActMU4R

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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