Personal Banker Associate II - Portage

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship building","Risk awareness","Communication (verbal/written)","Ethical conduct"]

Train and transition into a Retail Personal Banker II role after a 9-week onboarding and education program with rotations in operations and sales/service. Build customer relationships through consultative selling and Financial Needs Assessments, promoting deposits, loans, and fee-based services while supporting retention. Use approved marketing tools to set appointments, cross-sell to existing customers, participate in consumer loan and bankcard processing, and meet production and customer-experience goals while following risk and ethics policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Portage

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Train and transition into a Retail Personal Banker II role after a 9-week onboarding and education program with rotations in operations and sales/service. Build customer relationships through consultative selling and Financial Needs Assessments, promoting deposits, loans, and fee-based services while supporting retention. Use approved marketing tools to set appointments, cross-sell to existing customers, participate in consumer loan and bankcard processing, and meet production and customer-experience 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 current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions aligned to customers’ needs.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Primarily focus on cross-selling to existing customers and participate in outside sales activities as directed.
  • •Handle consumer loan and bankcard processing, including owning sourced loans through closing and supporting opening/closing activities as directed.
Travel: Medium travel

Key Requirements

  • •Complete the 9-week onboarding and education program to transition into the Retail Personal Banker II role, including certification at the conclusion of training.
  • •College degree or work experience with transferrable skills (combination of education and experience accepted).
  • •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 for analysis of credit and financial information.
  • •Obtain S.A.F.E. Act registration at time of employment via NMLS (MU4R questions/registration required).
Experience:Financial industry
Skills:Consultative sellingRelationship buildingRisk awarenessCommunication (verbal/written)Ethical conduct
Certifications:S.A.F.E. Act registration (NMLS)

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