Personal Banker Associate II - Batesville

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Become a Retail Personal Banker II focused on consultative sales and relationship building. After a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, you’ll sell deposits, loans, and fee-based services while providing specialized customer care. Use Financial Needs Assessment and approved marketing tools to set appointments, cross-sell to retail and small business customers, refer to business partners, and meet production and customer experience goals while following risk and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II - Batesville

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Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II focused on consultative sales and relationship building. After a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, you’ll sell deposits, loans, and fee-based services while providing specialized customer care. Use Financial Needs Assessment and approved marketing tools to set appointments, cross-sell to retail and small business customers, refer to business partners, and meet production and customer experience goals while following risk and confidentiality policies.
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 in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Perform primarily cross-selling to the existing customer base and engage in outside sales activities as directed.
  • •Meet/exceed customer experience and individual/team production goals, provide guidance to CSRs on sales and referrals, and answer questions/own customer issues.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS (including MU4R questions/registration).
Experience:Financial industry
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Licenses:NMLS registration (MU4R)
Certifications:S.A.F.E. Act registration (NMLS)

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
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