Personal Banker Associate I (Ford Beech Daly)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Communication","Professionalism","Risk awareness","Ethics"]

Join as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to identify and meet customer needs. After a 4–8 week onboarding and rotations, you’ll cross-sell retail consumer and small business products, set appointments using approved marketing tools, and refer customers to business partners for holistic solutions. You’ll process teller transactions, support risk practices, and help drive customer experience and revenue goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I (Ford Beech Daly)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Join as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to identify and meet customer needs. After a 4–8 week onboarding and rotations, you’ll cross-sell retail consumer and small business products, set appointments using approved marketing tools, and refer customers to business partners for holistic solutions. You’ll process teller transactions, support risk practices, and help drive customer experience and revenue goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and support outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in opening/closing processes while keeping customer business confidential and following risk policies and procedures.
Travel: Medium 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 comfortably perform sales activities to acquire new customers and/or cross-sell to existing 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 NMLS (MU4R questions and registration via the NMLS website).
Experience:Financial services
Skills:Customer-focusedCommunicationProfessionalismRisk awarenessEthics
Licenses:NMLS
Certifications:S.A.F.E. Act registration (via NMLS)
Tech Stack:CAMPNMLSMU4RMortgage.nationwidelicensingsystem.org

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
Glassdoor
Glassdoor: 3.7
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