Fifth Third Bancorp

2 days ago

Retail Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II through a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, culminating in a certification. In this sales role, build customer relationships and drive growth by promoting deposits, loans, and fee-based services. Use a consultative sales approach and Financial Needs Assessment, leverage CAMP and marketing tools for outreach, and collaborate with business partners to refer customers to holistic solutions.

Location: Charlotte

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.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and participate in outside sales activities such as presentations, business sales calls, and community financial literacy events.
•Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) to provide timely, holistic financial solutions.

Key Requirements

•College degree or work experience providing transferable skills or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrated ability to handle sales activities to acquire new customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions to analyze credit and financial information.
•Ability to follow Retail policies and procedures and use good judgment in making sound decisions.

Experience:Financial servicesConsumer bankingSmall business

Education:Bachelor's

Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 days ago

Retail Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Charlotte

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.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and participate in outside sales activities such as presentations, business sales calls, and community financial literacy events.
•Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) to provide timely, holistic financial solutions.

Key Requirements

•College degree or work experience providing transferable skills or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrated ability to handle sales activities to acquire new customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions to analyze credit and financial information.
•Ability to follow Retail policies and procedures and use good judgment in making sound decisions.

Experience:Financial servicesConsumer bankingSmall business

Education:Bachelor's

Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLS

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