Fifth Third Bancorp

2 days ago

Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Develop and grow customer relationships by using a consultative sales process and Financial Needs Assessment to identify needs and recommend retail consumer and small business banking solutions. Proactively reach out with approved marketing tools (including CAMP), cross-sell deposits, loans, and fee-based services, and meet production and customer experience goals tied to the Financial Center P&L. Work with business partners, guide CSRs on sales/referrals, and maintain risk and compliance in all customer interactions.

Location: Orlando

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 a customer profile and identify current and future financial needs.
•Recommend retail consumer and small business products and services using the company value proposition.
•Use CAMP and other approved marketing tools to reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities, including presentations and community financial literacy events.
•Refer customers to business partners (Mortgage, Small Business, Commercial and Investment) and support sales/referral processes while meeting goals and protecting confidentiality and risk policies.

Travel: Medium travel

Key Requirements

•Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by an end-of-program certification.
•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Ability to comfortably engage in sales activities to acquire new customers and cross-sell to existing customers.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationProfessionalism

Licenses:NMLS

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

Tech Stack:CAMPNMLSS.A.F.E. Act

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 days ago

Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Orlando

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 a customer profile and identify current and future financial needs.
•Recommend retail consumer and small business products and services using the company value proposition.
•Use CAMP and other approved marketing tools to reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities, including presentations and community financial literacy events.
•Refer customers to business partners (Mortgage, Small Business, Commercial and Investment) and support sales/referral processes while meeting goals and protecting confidentiality and risk policies.

Travel: Medium travel

Key Requirements

•Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by an end-of-program certification.
•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Ability to comfortably engage in sales activities to acquire new customers and cross-sell to existing customers.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationProfessionalism

Licenses:NMLS

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

Tech Stack:CAMPNMLSS.A.F.E. Act

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