Fifth Third Bancorp

2 weeks ago

Personal Banker Associate I - Winter Haven, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education 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 proactively set financial review appointments using approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help drive customer experience and Financial Center revenue goals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete the onboarding and education program and certification for the Retail Personal Banker I role.
•Use a consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs.
•Develop and apply in-depth knowledge of retail consumer and small business products to recommend solutions using the value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools, and set appointments for periodic financial reviews.
•Process teller transactions and support sales/referral activities while maintaining confidentiality, policy adherence, and a positive customer experience.

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.
•Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
•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 services

Skills:Consultative sellingCustomer serviceCommunicationConfidentialityRisk management

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemFinancial Needs Assessment

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 weeks ago

Personal Banker Associate I - Winter Haven, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete the onboarding and education program and certification for the Retail Personal Banker I role.
•Use a consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs.
•Develop and apply in-depth knowledge of retail consumer and small business products to recommend solutions using the value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools, and set appointments for periodic financial reviews.
•Process teller transactions and support sales/referral activities while maintaining confidentiality, policy adherence, and a positive customer experience.

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.
•Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
•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 services

Skills:Consultative sellingCustomer serviceCommunicationConfidentialityRisk management

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemFinancial Needs Assessment

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor