Personal Banker Associate I

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

Join as a Retail Personal Banker I by completing a 9-week onboarding and education program that blends rotations in operations and Sales & Service, ending with a certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, set appointments with marketing tools, and refer customers to partners while meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
6 hours ago

Personal Banker Associate I

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

Job Summary

Join as a Retail Personal Banker I by completing a 9-week onboarding and education program that blends rotations in operations and Sales & Service, ending with a certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, set appointments with marketing tools, and refer customers to partners while meeting customer experience and production goals.
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 expertise in Retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including community financial literacy events and business sales calls as directed.
  • •Process teller transactions, refer customers to assigned business partners for holistic solutions, and help guide CSRs through the sales and referral process.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Demonstrated ability to develop working knowledge of Retail policies and procedures to make sound decisions.
  • •Ability to obtain/maintain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial industry
Skills:Consultative sellingCustomer serviceProfessional communicationRisk awarenessConfidentiality
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSFinancial Needs AssessmentMU4R

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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