Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Professionalism","Risk awareness","Ethical behavior","Customer-focused service"]

Become a Retail Personal Banker II by completing a 9-week onboarding and education program with rotations in Operations and Sales & Service. In this sales-focused role, build customer relationships and use consultative selling and Financial Needs Assessment to promote deposits, loans, and fee-based services. Meet production goals, drive cross-selling, support referrals with business partners, and manage risk through policy adherence and ethical customer care.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 9-week onboarding and education program with rotations in Operations and Sales & Service. In this sales-focused role, build customer relationships and use consultative selling and Financial Needs Assessment to promote deposits, loans, and fee-based services. Meet production goals, drive cross-selling, support referrals with business partners, and manage risk through policy adherence and ethical customer care.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Drive cross-selling and participate in outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Support referrals with assigned business partners and help guide CSRs through the sales and referral process while meeting production goals.
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 develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required at the time of employment through the NMLS (including MU4R questions/registration).
Experience:Financial services
Skills:CommunicationProfessionalismRisk awarenessEthical behaviorCustomer-focused service
Licenses:S.A.F.E. Act registrationNMLS MU4R

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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