1 day 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: 9 hours agoStatus: Live

Job Summary

Develop customer relationships and promote deposits, loans, and fee-based services while focusing on sales development and retention. Complete a 9-week onboarding and education program with rotations in Operations and Sales & Service, then earn certification to perform in the Retail Personal Banker job family. Use consultative selling and Financial Needs Assessment, leverage CAMP and marketing tools for proactive outreach, and coordinate referrals with business partners to support customer experience and 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 financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend solutions aligned to value proposition.
•Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and conduct outside sales activities, including community financial literacy events and onsite presentations.
•Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers as appropriate to provide holistic solutions.

Travel: Medium travel

Key Requirements

•College degree or work experience with transferrable skills (or combination of education and experience).
•Experience in the financial industry preferred.
•Ability to use sales activities to acquire new customers and cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Ability to complete S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.

Experience:Financial services

Skills:Consultative sellingCustomer relationship buildingProfessional communicationEthical conductJudgment

Certifications:S.A.F.E. Act registration

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 day 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: 9 hours agoStatus: Live

Job Summary

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 knowledge of retail consumer and small business products/services and recommend solutions aligned to value proposition.
•Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and conduct outside sales activities, including community financial literacy events and onsite presentations.
•Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers as appropriate to provide holistic solutions.

Travel: Medium travel

Key Requirements

•College degree or work experience with transferrable skills (or combination of education and experience).
•Experience in the financial industry preferred.
•Ability to use sales activities to acquire new customers and cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Ability to complete S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.

Experience:Financial services

Skills:Consultative sellingCustomer relationship buildingProfessional communicationEthical conductJudgment

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor