Personal Banker Associate I - Cincinnati (all areas)

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer experience","Risk management","Communication","Cross-selling"]

Serve as a Personal Banker after completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach customers using CAMP and other approved marketing tools. Cross-sell, partner with mortgage and business teams for referrals, process teller transactions, and help drive customer experience and revenue goals while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I - Cincinnati (all areas)

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

Job Summary

Serve as a Personal Banker after completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach customers using CAMP and other approved marketing tools. Cross-sell, partner with mortgage and business teams for referrals, process teller transactions, and help drive customer experience and revenue goals while following risk and ethics policies.
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 using the bank’s value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations and community financial literacy events.
  • •Process teller transactions and support the platform staff while working within the bank’s risk appetite and following policies and procedures.
Travel: Low 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 customers and/or cross-sell to established customers.
  • •Demonstrated ability to use 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 industry
Skills:Consultative salesCustomer experienceRisk managementCommunicationCross-selling
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (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
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Glassdoor: 3.7
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