Personal Banker Associate II

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

Become a Retail Personal Banker II with a 9-week onboarding and education program that includes rotations in Operations and Sales & Service. In this sales role, build customer relationships and drive revenue by promoting deposits, loans, and fee-based services, using a consultative process and Financial Needs Assessments. Proactively reach customers using approved marketing tools, cross-sell to existing clients, partner with internal teams, and ensure risk and ethical practices while meeting production and customer experience goals.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 day 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: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Become a Retail Personal Banker II with a 9-week onboarding and education program that includes rotations in Operations and Sales & Service. In this sales role, build customer relationships and drive revenue by promoting deposits, loans, and fee-based services, using a consultative process and Financial Needs Assessments. Proactively reach customers using approved marketing tools, cross-sell to existing clients, partner with internal teams, and ensure risk and ethical practices while meeting production and customer experience goals.
Location: United States
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.
  • •Utilize CAMP and other approved marketing tools to reach customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including onsite presentations and community financial literacy events.
  • •Establish working relationships with business partners, refer customers appropriately, meet production goals, and provide guidance through the sales/referral process while managing risk and confidentiality.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills (or combination of education and experience).
  • •Experience in the financial industry (preferred).
  • •Demonstrated ability to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial servicesConsumer bankingSmall business lending
Skills:Consultative salesRelationship buildingRisk awarenessProfessional communicationEthical judgment
Licenses:S.A.F.E. Act registrationNMLS registration
Tech Stack:CAMPNMLS

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
WebsiteLinkedInGlassdoor