Personal Banker Associate I - Lake Orion

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Communication","Risk awareness","Confidentiality"]

Join the Financial Center team as a Retail Personal Banker I, transitioning through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Process teller transactions, support platform staff, refer customers to partners, and help drive goals and year-over-year revenue growth.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Lake Orion

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 minutes agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Join the Financial Center team as a Retail Personal Banker I, transitioning through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Process teller transactions, support platform staff, refer customers to partners, and help drive goals and year-over-year revenue growth.
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 in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processing, while opening/closing the Financial Center or Bank Mart as directed.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through NMLS (MU4R questions and registration required).
Skills:Consultative salesCustomer serviceCommunicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registrationNMLS

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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