Personal Banker Associate II-Mallard Creek

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship building","Customer service","Risk awareness","Professional communication"]

Join as a Retail Personal Banker II to build customer relationships and drive consultative sales. Complete a 4–8 week onboarding program with rotations across Operations and Sales & Service, ending with a certification to demonstrate readiness. In this role, you’ll promote deposits, loans, and fee-based services; use Financial Needs Assessment to identify opportunities; support cross-selling and referrals with business partners; and help customers through ethical, risk-aware service.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Personal Banker Associate II-Mallard Creek

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Last checked: 35 minutes agoStatus: Live

Job Summary

Join as a Retail Personal Banker II to build customer relationships and drive consultative sales. Complete a 4–8 week onboarding program with rotations across Operations and Sales & Service, ending with a certification to demonstrate readiness. In this role, you’ll promote deposits, loans, and fee-based services; use Financial Needs Assessment to identify opportunities; support cross-selling and referrals with business partners; and help customers through ethical, risk-aware service.
Location: Charlotte
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 financial needs.
  • •Recommend retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and schedule periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Support mortgage, small business, commercial, and investment business partners with timely referrals and help customers through the loan process.
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 is preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Demonstrated ability to understand advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesRetail bankingConsumer bankingSmall business banking
Skills:Consultative sellingRelationship buildingCustomer serviceRisk awarenessProfessional communication
Certifications:S.A.F.E. Act (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
Glassdoor
Glassdoor: 3.7
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