Personal Banker Associate II - Harrison, OH

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Relationship building","Customer service","Consultative selling","Professional communication","Ethical conduct"]

Develop customer relationships and drive sales of retail banking products and services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and cross-sell deposits, loans, and fee-based services. Proactively reach out using approved marketing tools, set appointments for financial reviews, and partner with business specialists to provide holistic referrals while following risk policies and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Harrison, OH

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales of retail banking products and services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and cross-sell deposits, loans, and fee-based services. Proactively reach out using approved marketing tools, set appointments for financial reviews, and partner with business specialists to provide holistic referrals while following risk policies and ethical standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete onboarding and certification program to perform in the Retail Personal Banker job family.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
  • •Recommend solutions by maintaining in-depth knowledge of retail consumer and small business products/services.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Follow risk and ethics requirements while sourcing loans from application through closing and supporting retail opening/closing processes.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferable skills, or a combination of education and experience.
  • •Preferred experience in the financial industry.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Relationship buildingCustomer serviceConsultative sellingProfessional communicationEthical conduct
Licenses:NMLS
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:Financial Needs AssessmentCAMPNMLSMU4R

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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