Retail Personal Banker Associate I - Sullivan

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer service","Professional communication","Risk awareness","Confidentiality"]

Become a Retail Personal Banker after completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell existing customers, and set appointments using approved marketing tools. Support customer satisfaction through teller transactions, referrals, risk-aware practices, and confidential, ethical handling of retail products.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Retail Personal Banker Associate I - Sullivan

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Last checked: 19 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker after completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell existing customers, and set appointments using approved marketing tools. Support customer satisfaction through teller transactions, referrals, risk-aware practices, and confidential, ethical handling of retail products.
Location: United States
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 in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Utilize CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily focused on cross-selling and outside sales activities, including onsite presentations, business calls, and community financial literacy events.
  • •Process teller transactions, open/close and service retail products, and participate in consumer loan and bankcard processing from application through closing.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort level with sales activities 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 for analysis of credit and financial information.
  • •Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Consultative salesCustomer serviceProfessional communicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)

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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