Personal Banker Associate II - Liberty Twp

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Communication","Risk awareness","Relationship building"]

Develop customer relationships and drive sales of deposits, loans, and fee-based services for retail consumer and small business clients. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell, and set appointments using approved marketing tools. Own sourced loans through closing and support referral relationships with mortgage, small business, commercial, and investment business partners. Complete a 4–8 week onboarding program with rotations and a certification at the end.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate II - Liberty Twp

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Last checked: 5 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales of deposits, loans, and fee-based services for retail consumer and small business clients. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell, and set appointments using approved marketing tools. Own sourced loans through closing and support referral relationships with mortgage, small business, commercial, and investment business partners. Complete a 4–8 week onboarding program with rotations and a certification at the end.
Location: Ohio
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 financial needs.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Own parts of the consumer loan and bankcard process, including originating sourced loans through closing, and follow policies to mitigate fraud and risk.
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.
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions for credit and financial information analysis.
  • •S.A.F.E. Act registration through NMLS required at the time of employment; MU4R questions/registration required for the role.
Experience:Financial industry
Skills:Consultative salesCustomer serviceCommunicationRisk awarenessRelationship building
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration
Tech Stack:Financial Needs AssessmentCAMPNMLSMU4RNationwide 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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Glassdoor: 3.7
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