Personal Banker Associate I

Fifth Third Bancorp
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Customer focus","Risk awareness","Professionalism","Confidentiality"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to identify and meet customers’ financial needs, cross-sell retail consumer and small business products, and set appointments for periodic reviews using CAMP and approved marketing tools. Process teller transactions, support platform staff, follow risk and conduct standards, and meet production goals while maintaining confidential customer information.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to identify and meet customers’ financial needs, cross-sell retail consumer and small business products, and set appointments for periodic reviews using CAMP and approved marketing tools. Process teller transactions, support platform staff, follow risk and conduct standards, and meet production goals while maintaining confidential customer information.
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 solutions using the bank’s value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and support platform staff while helping guide CSRs on sales and referral processes.
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).
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:CommunicationCustomer focusRisk awarenessProfessionalismConfidentiality

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
WebsiteLinkedInGlassdoor