Personal Banker Associate - Largo, FL
Listed on 2026-07-01
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Sales
Financial Sales -
Finance & Banking
Financial Sales
General Function
Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week on‑boarding and education program that includes rotations in operations and Sales & Service.
The Person al Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role maintains focus on acquiring new households and deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers), aisle time (Bank Marts) and tele‑consulting.
It is responsible for processing teller transactions as well as working as a member of the platform staff, proactively managing risk and ensuring a positive customer experience.
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain in‑depth knowledge of Retail consumer and small business products and 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 existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events).
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate for 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 with respect to 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 trust and confidentiality, 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 and participating in consumer loan and bankcard processes.
- Own sourced loans from application through closing and participate in the opening/closing process of the Financial Center or Bank Mart.
- Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
Normal office environment with frequent computer use. Requires travel within the affiliate for training and occasional travel outside the affiliate for classroom sessions.
Minimum Knowledge,Skills and Abilities
- College degree or equivalent work experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and cross‑sell to established customers.
- Ability to perform advanced math functions to analyze credit and financial information.
- Professional appearance and verbal/written communication skills.
- Working knowledge of Retail policies and procedures to make sound decisions.
- Requirement for S.A.F.E. Act registration through NMLS at hiring.
Base salary is competitive and will vary based on role, experience, skill, education and geographic location. Comprehensive benefits programs support physical, financial, emotional and social well‑being.
LocationLargo, Florida 33778.
Equal Employment OpportunityFifth Third Bank, National Association is an equal opportunity employer. We provide an inclusive culture and promote equal employment opportunities regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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