Personal Banker Associate

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer-focused","Professional communication","Risk accountability","Ethical conduct"]

Serve as a Retail Personal Banker I after an onboarding program, using a consultative sales process and Financial Needs Assessment to identify and meet customers’ current and future financial needs. Maintain strong knowledge of retail consumer and small business products, proactively reach out with approved marketing tools, and cross-sell to deepen household relationships. Process teller transactions, support risk management and ethical conduct, and help drive production goals and revenue growth.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I after an onboarding program, using a consultative sales process and Financial Needs Assessment to identify and meet customers’ current and future financial needs. Maintain strong knowledge of retail consumer and small business products, proactively reach out with approved marketing tools, and cross-sell to deepen household relationships. Process teller transactions, support risk management and ethical conduct, and help drive production goals and revenue growth.
Location: Ohio
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 in-depth knowledge of retail consumer and small business products and recommend solutions.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and perform outside sales activities, including community financial literacy events and business sales calls as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Ability to develop comfort with sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to understand advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank with strong verbal and 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-focusedProfessional communicationRisk accountabilityEthical conduct
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4R

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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Glassdoor: 3.7
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