Personal Banker Associate I- Cureton Financial Center

Fifth Third Bancorp
Charlotte
Full timeFunction: Banking, Lending & CreditSkills: ["Communication","Professionalism","Risk awareness","Customer focus"]

After a 4–8 week onboarding and education program, become a Retail Personal Banker I focused on consultative sales and meeting customers’ financial needs. Build customer profiles using Financial Needs Assessment, maintain product/service knowledge, and use CAMP and approved marketing tools to set periodic review appointments. Cross-sell to existing customers, support community outreach, partner with business teams through referrals, process teller transactions, and help ensure a positive customer experience while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I- Cureton Financial Center

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Last checked: 3 hours agoStatus: Live

Job Summary

After a 4–8 week onboarding and education program, become a Retail Personal Banker I focused on consultative sales and meeting customers’ financial needs. Build customer profiles using Financial Needs Assessment, maintain product/service knowledge, and use CAMP and approved marketing tools to set periodic review appointments. Cross-sell to existing customers, support community outreach, partner with business teams through referrals, process teller transactions, and help ensure a positive customer experience while following risk and ethics policies.
Location: Charlotte
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 needs.
  • •Recommend retail consumer and small business solutions using product/service knowledge and the value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales/community events as directed.
  • •Process teller transactions and support the Financial Center’s/Bank Mart’s operations and referral relationships with business partners.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new consumer households and cross-sell to established customers.
  • •Ability to understand advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.
Experience:Financial services
Skills:CommunicationProfessionalismRisk awarenessCustomer focus
Certifications:NMLS S.A.F.E. Act (MU4R)
Tech Stack:CAMPNMLSMU4R

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