Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Professional communication","Customer service","Risk awareness"]

Build customer relationships and grow household accounts as a Financial Center retail personal banker using a consultative sales process and Financial Needs Assessment. Learn retail operations and sales/service through a 4–8 week onboarding program, then cross-sell retail consumer and small business products, use approved marketing tools to set appointments, and refer customers to partners for holistic solutions. Process teller transactions, support customer satisfaction, and maintain risk, confidentiality, and compliance responsibilities.

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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: 16 hours agoStatus: Live

Job Summary

Build customer relationships and grow household accounts as a Financial Center retail personal banker using a consultative sales process and Financial Needs Assessment. Learn retail operations and sales/service through a 4–8 week onboarding program, then cross-sell retail consumer and small business products, use approved marketing tools to set appointments, and refer customers to partners for holistic solutions. Process teller transactions, support customer satisfaction, and maintain risk, confidentiality, and compliance responsibilities.
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 retail product knowledge and the company value proposition.
  • •Use CAMP and other approved marketing tools to reach customers, set appointments, and conduct periodic financial reviews.
  • •Primarily focus on cross-selling and perform outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing while maintaining confidentiality and compliance.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration required through the Nationwide Mortgage Licensing System (NMLS) at time of employment.
Experience:Financial servicesConsumer bankingSmall business banking
Skills:Consultative salesCustomer relationship buildingProfessional communicationCustomer serviceRisk awareness
Certifications:S.A.F.E. Act registrationNMLS

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
Glassdoor: 3.7
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