Personal Banker Associate I - Ford Beech Daly

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

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using approved marketing tools. Process teller transactions, support loan activities from application through closing, and collaborate with business partners to deliver holistic financial solutions while following risk and compliance policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Ford Beech Daly

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using approved marketing tools. Process teller transactions, support loan activities from application through closing, and collaborate with business partners to deliver holistic financial solutions while following risk and compliance 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 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 to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to existing customers and participate in outside sales activities, including community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process, 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).
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Professional communication and representation of Fifth Third Bank (appearance and verbal/written).
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesConsumer bankingSmall business bankingMortgage
Skills:Consultative sellingCustomer serviceProfessional communicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
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
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Glassdoor: 3.7
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