Personal Banker Associate ll - Tri County

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Communication","Customer-focused service"]

Complete a 4–8 week onboarding and certification program to become a Retail Personal Banker II focused on consultative sales and long-term customer relationships. Build customer profiles using a Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to set periodic reviews. Cross-sell banking products, support outside presentations and events, and coordinate referrals with partners to meet production and customer-experience goals while following risk and ethical policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate ll - Tri County

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Last checked: 7 hours agoStatus: Live

Job Summary

Complete a 4–8 week onboarding and certification program to become a Retail Personal Banker II focused on consultative sales and long-term customer relationships. Build customer profiles using a Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to set periodic reviews. Cross-sell banking products, support outside presentations and events, and coordinate referrals with partners to meet production and customer-experience goals while following risk and ethical policies.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain deep knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and perform periodic financial reviews.
  • •Cross-sell and engage in outside sales activities, including membership presentations, business sales calls, and community financial literacy events.
  • •Refer customers to business partners (Mortgage, Small Business, Commercial and Investment) as appropriate and meet/exceed production and customer experience goals.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
  • •Ability to professionally represent the bank using appearance and verbal/written communication, and develop working knowledge of retail policies and procedures.
Experience:Financial industry
Skills:Consultative sellingCustomer relationship buildingRisk awarenessCommunicationCustomer-focused service
Licenses:NMLS registration
Certifications:S.A.F.E. Act registrationNMLS registration
Tech Stack:NMLSNationwide Mortgage Licensing SystemCAMPFinancial Needs AssessmentMU4RSAFE Act registration

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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