Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Professionalism","Risk management","Customer focus"]

Serve as a Retail Personal Banker I, building customer profiles using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small-business solutions, use CAMP and marketing tools to set appointments, and cross-sell to deepen relationships. Support customer experience goals, process teller transactions, and collaborate with mortgage and business partners for referrals. Follow risk and ethics policies, participate in consumer loan and bankcard processes, and complete an onboarding program with certification.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I, building customer profiles using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small-business solutions, use CAMP and marketing tools to set appointments, and cross-sell to deepen relationships. Support customer experience goals, process teller transactions, and collaborate with mortgage and business partners for referrals. Follow risk and ethics policies, participate in consumer loan and bankcard processes, and complete an onboarding program with certification.
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 financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions.
  • •Utilize CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities as directed.
  • •Process teller transactions and participate in consumer loan and bankcard process from application through closing.
Travel: Medium travel

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 develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:CommunicationProfessionalismRisk managementCustomer focus
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

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
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