Personal Banker Associate I-Coppell

Fifth Third Bancorp
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Professional communication","Relationship building","Ethical judgment"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Support referral partnerships, process teller transactions, participate in consumer loan and bankcard processes, and maintain strong risk and ethics practices while driving customer experience and revenue goals.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I-Coppell

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Support referral partnerships, process teller transactions, participate in consumer loan and bankcard processes, and maintain strong risk and ethics practices while driving customer experience and revenue goals.
Location: Plano
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 needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out and set appointments for financial reviews.
  • •Perform cross-selling and outside sales activities, including community financial literacy events and membership presentations.
  • •Process teller transactions 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.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to understand advanced math functions for analyzing credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial industry
Skills:Consultative sellingCustomer focusProfessional communicationRelationship buildingEthical judgment
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLS

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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