Personal Banker Associate I- Orchard Lake- Lone Pine

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Communication","Professionalism","Risk awareness","Confidentiality"]

Become a Retail Personal Banker I, completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small-business solutions, and drive cross-selling. Leverage CAMP and approved marketing tools to set appointments, partner with Business Partners for referrals, and help CSRs while meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I- Orchard Lake- Lone Pine

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I, completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small-business solutions, and drive cross-selling. Leverage CAMP and approved marketing tools to set appointments, partner with Business Partners for referrals, and help CSRs while meeting customer experience and production goals.
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/services and recommend appropriate solutions.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling to the existing customer base and participate in outside sales activities as directed.
  • •Process teller transactions and support the role as platform staff, including participating in consumer loan and bankcard processes and opening/closing as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer focusCommunicationProfessionalismRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

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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