Personal Banker Associate II

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Sales ability","Professional communication","Ethical conduct","Risk awareness"]

Join a retail banking sales program that prepares you to become a Personal Banker II through rotations in Operations and Sales & Service, followed by certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, promote deposits, loans, and fee-based services, and cross-sell across consumer and small business relationships. Meet production and customer-experience goals while partnering with business teams and following risk and ethics policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 month 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: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Join a retail banking sales program that prepares you to become a Personal Banker II through rotations in Operations and Sales & Service, followed by certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, promote deposits, loans, and fee-based services, and cross-sell across consumer and small business relationships. Meet production and customer-experience goals while partnering with business teams and following risk and ethics policies.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete onboarding and education rotations in Operations and Sales & Service, culminating in a certification for the Retail Personal Banker job family.
  • •Use the consultative sales process and Financial Needs Assessment to identify customer financial needs and build thorough customer profiles.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Proactively reach out using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities, while referring to business partners (Mortgage, Small Business, Commercial and Investment) as appropriate.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to perform sales activities to acquire customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through NMLS (MU4R registration required).
Experience:Financial industry
Skills:Customer focusSales abilityProfessional communicationEthical conductRisk awareness
Certifications: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
Glassdoor: 3.7
WebsiteLinkedInGlassdoor