Fifth Third Bancorp

1 week ago

Personal Banker Associate II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Build and grow customer relationships through consultative sales and Financial Needs Assessments, recommending retail consumer and small-business products to meet evolving financial needs. Proactively reach out using CAMP and other approved marketing tools to schedule periodic financial reviews, focusing on cross-selling and outside sales activities. Partner with mortgage, small business, commercial, and investment teams through referrals, meet production and customer experience goals, and follow risk and ethical policies while supporting CSRs.

Location: Louisville

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Focus on cross-selling to existing customers and conduct outside sales activities to drive growth.
•Meet/exceed customer experience and production goals while referring customers to assigned business partners and ensuring confidentiality and compliance.

Key Requirements

•College degree or work experience with transferrable skills (or a combination of education and experience).
•Experience in the financial industry (preferred).
•Demonstrated comfort developing new customer relationships and cross-selling to existing customers.
•Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
•S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer relationship buildingProfessional communicationEthical behaviorRisk awareness

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMP

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

1 week ago

Personal Banker Associate II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: Louisville

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Focus on cross-selling to existing customers and conduct outside sales activities to drive growth.
•Meet/exceed customer experience and production goals while referring customers to assigned business partners and ensuring confidentiality and compliance.

Key Requirements

•College degree or work experience with transferrable skills (or a combination of education and experience).
•Experience in the financial industry (preferred).
•Demonstrated comfort developing new customer relationships and cross-selling to existing customers.
•Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
•S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer relationship buildingProfessional communicationEthical behaviorRisk awareness

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMP

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