F

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 1

Retail & Commercial BankingPosted on Nov 9
Full-timeSarasota, FL, USANo salary listed

About the Job

Requirements

  • A college degree, work experience providing transferable skills, or a combination of education and experience is required.
  • Experience in the financial industry is 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 is required.
  • Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information is required.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication is required.
  • Demonstrated ability to develop working knowledge of Retail policies and procedures to exercise sound judgment is required.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

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 and services and recommend suitable solutions.
  • Use CAMP and other approved marketing tools to contact customers proactively and set appointments for periodic financial reviews.
  • Focus primarily on cross-selling to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
  • Build close working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, referring customers as appropriate to provide timely, holistic financial solutions.
  • Meet or exceed customer experience and individual and team production goals, and enhance year-over-year revenue growth as measured by Financial Center profit and loss.
  • Provide guidance to Customer Service Representatives on sales and referral processes.
  • Promote customer satisfaction through a friendly, helpful demeanor and professional conduct.
  • Answer customer questions confidently and take ownership of customer issues.
  • Protect confidential business information and maintain a position of trust and responsibility.
  • Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
  • Follow established policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
  • Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Stay current on Retail procedures for mitigating fraudulent activity and unnecessary risk or exposure.
  • Travel within the affiliate for training, maintain scheduling flexibility, and travel outside the affiliate for classroom training.

Desired Qualifications

  • Experience in the financial industry.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

Recently Posted Jobs

Explore more opportunities at Fifth Third Bank

See more jobs