3 days 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: 7 hours agoStatus: Live

Job Summary

Build and grow customer relationships using a consultative sales process and Financial Needs Assessment. Learn Retail consumer and small business products through a structured onboarding program, then proactively reach customers via approved marketing tools to set financial review appointments. Cross-sell, handle teller transactions, support loan and bankcard processing from application through closing, and coordinate referrals with partner teams to drive Financial Center revenue goals while following risk and ethics 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.
•Develop in-depth knowledge of Retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Use CAMP and approved marketing tools to reach customers and set appointments for periodic financial reviews.
•Engage in cross-selling and outside sales activities, including community financial literacy events and Membership Advantage presentations.
•Process teller transactions and support loan and bankcard processing, including sourcing loans from application through closing, while following risk, confidentiality, and ethics policies.

Travel: Low travel

Key Requirements

•College degree or work experience with transferable 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 households and small business customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer focusRelationship buildingCommunicationEthical conduct

Certifications:S.A.F.E. Act registration

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

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

3 days 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: 7 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.
•Develop in-depth knowledge of Retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Use CAMP and approved marketing tools to reach customers and set appointments for periodic financial reviews.
•Engage in cross-selling and outside sales activities, including community financial literacy events and Membership Advantage presentations.
•Process teller transactions and support loan and bankcard processing, including sourcing loans from application through closing, while following risk, confidentiality, and ethics policies.

Travel: Low travel

Key Requirements

•College degree or work experience with transferable 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 households and small business customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer focusRelationship buildingCommunicationEthical conduct

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSMU4R

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