Personal Banker Associate I- Lincoln Village, OH

Fifth Third Bancorp
Columbus
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Communication","Professionalism","Risk awareness","Ethics"]

Use a consultative sales process to assess customers’ financial needs, build thorough customer profiles, and recommend appropriate retail consumer and small business solutions. Proactively reach out with approved marketing tools, set appointments for periodic financial reviews, and focus on cross-selling while supporting outside sales and community events. Process teller transactions, own sourced loans through closing, and partner with business groups (Mortgage, Small Business, Commercial, Investment) to deliver holistic solutions while maintaining risk and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I- Lincoln Village, OH

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Last checked: 5 hours agoStatus: Live

Job Summary

Use a consultative sales process to assess customers’ financial needs, build thorough customer profiles, and recommend appropriate retail consumer and small business solutions. Proactively reach out with approved marketing tools, set appointments for periodic financial reviews, and focus on cross-selling while supporting outside sales and community events. Process teller transactions, own sourced loans through closing, and partner with business groups (Mortgage, Small Business, Commercial, Investment) to deliver holistic solutions while maintaining risk and ethical standards.
Location: Columbus
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 identify current and future customer financial needs.
  • •Maintain knowledge of retail consumer and small business products to recommend solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and schedule periodic financial reviews.
  • •Support cross-selling through outside sales activities, community financial literacy events, and business sales calls as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Comfort developing sales activities to acquire new customers and/or cross-sell to established customers.
  • •Demonstrated ability to use advanced math functions to analyze credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer-focusedCommunicationProfessionalismRisk awarenessEthics
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSS.A.F.E. ActMU4R

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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