Fifth Third Bank
Personal Banker Associate I
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Fifth Third Bank
Location: Bonita Springs, Florida 34135
Salary: $85,000.00 – $100,000.00 (reflective of the pay grade)
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification is awarded at the conclusion of the program. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. Responsibilities include processing teller transactions and working as a member of the platform staff. The person is accountable for risk management, ensuring policies and procedures are followed, and driving a positive customer experience.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focus on cross-selling to the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Program requires ability to travel within the affiliate for training and scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Benefits Our extensive benefits programs support the physical, financial, emotional, and social well‑being of employees and their families. Learn more at
Benefits Page .
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
Equal Employment Opportunity Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
#J-18808-Ljbffr
at
Fifth Third Bank
Location: Bonita Springs, Florida 34135
Salary: $85,000.00 – $100,000.00 (reflective of the pay grade)
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification is awarded at the conclusion of the program. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. Responsibilities include processing teller transactions and working as a member of the platform staff. The person is accountable for risk management, ensuring policies and procedures are followed, and driving a positive customer experience.
Essential Duties And Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focus on cross-selling to the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None.
Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extending viewing of computer screens.
Program requires ability to travel within the affiliate for training and scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Benefits Our extensive benefits programs support the physical, financial, emotional, and social well‑being of employees and their families. Learn more at
Benefits Page .
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
Equal Employment Opportunity Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
#J-18808-Ljbffr