1 day ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Build customer relationships using a consultative sales process and Financial Needs Assessment to identify and meet consumer and small-business financial needs. Learn retail operations and sales/service through a 4–8 week onboarding program, earn required certification, process teller transactions, cross-sell products, and support referrals with mortgage, small business, commercial, and investment partners. Meet production and customer experience goals while following risk, ethics, and confidentiality policies.

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 financial needs.
•Recommend retail consumer and small-business solutions using the company value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and schedule periodic reviews.
•Cross-sell to existing customers and participate in outside sales activities, including onsite presentations and community financial literacy events.
•Process teller transactions, participate in consumer loan and bankcard processes, and refer customers to business partners when appropriate.

Travel: Medium travel

Key Requirements

•College degree or work experience with 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.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative sellingCustomer relationship buildingProfessional communicationRisk awarenessConfidentiality

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMPNMLS

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 day ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

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 financial needs.
•Recommend retail consumer and small-business solutions using the company value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and schedule periodic reviews.
•Cross-sell to existing customers and participate in outside sales activities, including onsite presentations and community financial literacy events.
•Process teller transactions, participate in consumer loan and bankcard processes, and refer customers to business partners when appropriate.

Travel: Medium travel

Key Requirements

•College degree or work experience with 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.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative sellingCustomer relationship buildingProfessional communicationRisk awarenessConfidentiality

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor