Personal Banker Associate II

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

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. After a 9-week onboarding and education program, sell a full range of retail banking products (deposits, loans, and fee-based services) using tools like Financial Needs Assessment and CAMP to build customer profiles, cross-sell, and set appointments. Ensure risk accountability, confidentiality, customer satisfaction, and accurate support throughout consumer loan and bankcard processes.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate II

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

Job Summary

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. After a 9-week onboarding and education program, sell a full range of retail banking products (deposits, loans, and fee-based services) using tools like Financial Needs Assessment and CAMP to build customer profiles, cross-sell, and set appointments. Ensure risk accountability, confidentiality, customer satisfaction, and accurate support throughout consumer loan and bankcard processes.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities including presentations, business calls, and financial literacy events.
  • •Follow risk and confidentiality policies while supporting loan/bankcard and financial center opening/closing processes as directed.
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 cross-sell to existing customers.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through NMLS (MU4R questions/registration required).
Experience:Financial servicesBankingConsumer banking
Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationEthical conduct
Certifications:S.A.F.E. Act registrationNMLS
Tech Stack:CAMP

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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