Personal Banker Associate I - East Wellington

Fifth Third Bancorp
Wellington
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Ethical conduct","Risk awareness","Sales ability"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach out with marketing tools. Cross-sell to existing customers, support outside sales activities, process teller transactions, and partner with business teams like Mortgage and Small Business to deliver holistic financial outcomes.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - East Wellington

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Last checked: 16 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach out with marketing tools. Cross-sell to existing customers, support outside sales activities, process teller transactions, and partner with business teams like Mortgage and Small Business to deliver holistic financial outcomes.
Location: Wellington
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.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and participate in outside sales activities as directed.
  • •Process teller transactions and work as part of the platform staff while following risk, confidentiality, and ethics policies.
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 develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:CommunicationCustomer focusEthical conductRisk awarenessSales ability
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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