Personal Banker Associate II/Westcliff Newport Beach

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Risk awareness","Customer service","Professional communication","Confidentiality"]

Complete a 4–8 week onboarding and education program and transition into a Retail Personal Banker II role. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell deposits, loans, and fee-based services, and retain customers. Meet production goals, use CAMP and approved marketing tools to drive outreach and appointments, and coordinate referrals with business partners. Own sourced loans through closing and follow risk and compliance policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II/Westcliff Newport Beach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Complete a 4–8 week onboarding and education program and transition into a Retail Personal Banker II role. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell deposits, loans, and fee-based services, and retain customers. Meet production goals, use CAMP and approved marketing tools to drive outreach and appointments, and coordinate referrals with business partners. Own sourced loans through closing and follow risk and compliance policies.
Location: United States
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 solutions using knowledge of retail consumer and small business products and services.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including community events and business sales calls.
  • •Own sourced loans through application to closing and support opening/closing processes for the financial center as directed.

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

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 participate in sales activities to acquire customers and cross-sell to established customers.
  • •Demonstrated ability to understand advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration through NMLS required at time of employment.
Experience:Financial industryRetail bankingConsumer lending
Education:Bachelor's
Skills:Consultative sellingRisk awarenessCustomer serviceProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSS.A.F.E. Act

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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