Personal Banker Associate II

Fifth Third Bancorp
Fremont
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused service","Sales execution","Professional communication","Ethics and confidentiality","Risk awareness"]

Become a Retail Personal Banker II, completing a 9-week onboarding and education program with rotations in Operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive deposit, loan, and fee-based product sales. Cross-sell, refer customers through business partners, support CSRs on sales/referrals, and help manage risk while meeting production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II

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Last checked: 3 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II, completing a 9-week onboarding and education program with rotations in Operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive deposit, loan, and fee-based product sales. Cross-sell, refer customers through business partners, support CSRs on sales/referrals, and help manage risk while meeting production and customer experience goals.
Location: Fremont
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.
  • •Recommend retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the customer base and support outside sales activities such as onsite presentations and community financial literacy events.
  • •Refer customers to assigned business partners and participate in consumer loan and bankcard processes 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 perform sales activities to acquire new customers and cross-sell to established customers.
  • •Understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
  • •Ability to obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industryConsumer bankingSmall business
Skills:Customer-focused serviceSales executionProfessional communicationEthics and confidentialityRisk awareness
Licenses:S.A.F.E. Act registration (NMLS)

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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