Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer-focused","Consultative selling","Professional communication","Risk awareness","Confidentiality"]

Provide consultative, customer-focused sales to identify and meet retail consumer and small business financial needs. Build customer profiles using Financial Needs Assessment, cross-sell products, and use approved marketing tools to set periodic review appointments. Process teller transactions, participate in consumer loan and bankcard processes, and help open/close Financial Centers or Bank Marts. Maintain product knowledge, support referrals to business partners, and uphold risk, compliance, confidentiality, and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide consultative, customer-focused sales to identify and meet retail consumer and small business financial needs. Build customer profiles using Financial Needs Assessment, cross-sell products, and use approved marketing tools to set periodic review appointments. Process teller transactions, participate in consumer loan and bankcard processes, and help open/close Financial Centers or Bank Marts. Maintain product knowledge, support referrals to business partners, and uphold risk, compliance, confidentiality, and ethical standards.
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 knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and perform outside sales activities, including community events and business sales calls.
  • •Process teller transactions and support consumer loan and bankcard processes from application through closing, following retail policies and procedures.
Travel: Low 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 customer households and cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Education:Bachelor's
Skills:Customer-focusedConsultative sellingProfessional communicationRisk awarenessConfidentiality

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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