Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Sales","Customer service","Communication","Professionalism","Risk awareness"]

Serve as a Retail Personal Banker I focused on consultative sales and financial needs assessments to acquire new households and deepen customer relationships. Use marketing tools to reach out and set appointments, support cross-selling of retail consumer and small business products, and process teller transactions. Ensure risk accountability, follow policies, maintain confidentiality, and assist with opening/closing financial centers. Complete an onboarding program with rotations in operations and Sales & Service and obtain required certification.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days 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 1 month ago

Job Summary

Serve as a Retail Personal Banker I focused on consultative sales and financial needs assessments to acquire new households and deepen customer relationships. Use marketing tools to reach out and set appointments, support cross-selling of retail consumer and small business products, and process teller transactions. Ensure risk accountability, follow policies, maintain confidentiality, and assist with opening/closing financial centers. Complete an onboarding program with rotations in operations and Sales & Service and obtain required certification.
Location: Naples
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.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and approved marketing tools.
  • •Primarily cross-sell to existing customers and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in opening/closing processes while adhering to policies, confidentiality, and risk responsibilities.
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 level with sales activities to acquire new customers and cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:SalesCustomer serviceCommunicationProfessionalismRisk awareness
Certifications:S.A.F.E. Act registrationNMLS (Nationwide Mortgage Licensing System)
Tech Stack:CAMPNMLSMU4R

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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