Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Communication","Risk awareness","Professionalism"]

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small-business solutions. Proactively reach out using CAMP and approved marketing tools, cross-sell to existing customers, and support outside sales activities such as community financial literacy events. Process teller transactions, process consumer loans and bankcards, and partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers for holistic outcomes while maintaining risk and compliance standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small-business solutions. Proactively reach out using CAMP and approved marketing tools, cross-sell to existing customers, and support outside sales activities such as community financial literacy events. Process teller transactions, process consumer loans and bankcards, and partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers for holistic outcomes while maintaining risk and compliance standards.
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 current and future financial needs.
  • •Maintain product and service knowledge for retail consumer and small business offerings and recommend solutions using the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and support outside sales activities, including onsite presentations and business sales calls.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing, while following risk and compliance 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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze 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 services
Skills:Consultative sellingCustomer focusCommunicationRisk awarenessProfessionalism
Licenses:NMLS registration (MU4R)
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

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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