Fifth Third Bancorp

3 months ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Build and manage customer relationships in a Financial Center by using a consultative sales process and Financial Needs Assessment to identify needs and recommend retail and small business solutions. Use marketing tools (including CAMP) to reach out, set appointments, and drive cross-selling. Partner with mortgage, small business, commercial, and investment business partners, support CSR sales/referrals, and help meet customer experience and production goals while processing teller transactions and contributing to platform staff work.

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 needs.
•Recommend retail consumer and small business products/services using the company value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities such as presentations, business sales calls, and community financial literacy events.
•Process teller transactions and work as part of the platform staff while referring customers to business partners for holistic solutions.

Travel: Low travel

Key Requirements

•Complete a 9-week onboarding and education program and certification for the Retail Personal Banker I role.
•Ability to use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•In-depth knowledge of retail consumer and small business products/services to recommend solutions.
•Demonstrated ability to cross-sell and acquire new households/customers through sales and outside sales activities.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.

Experience:Financial servicesConsumer bankingRetail banking

Skills:Customer relationship buildingProfessional communicationEthical decision-makingSales orientationConfidentiality

Licenses:S.A.F.E. Act registrationNMLS

Tech Stack:CAMP

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: 3.7

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

Fifth Third Bancorp

3 months ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

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 needs.
•Recommend retail consumer and small business products/services using the company value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities such as presentations, business sales calls, and community financial literacy events.
•Process teller transactions and work as part of the platform staff while referring customers to business partners for holistic solutions.

Travel: Low travel

Key Requirements

•Complete a 9-week onboarding and education program and certification for the Retail Personal Banker I role.
•Ability to use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•In-depth knowledge of retail consumer and small business products/services to recommend solutions.
•Demonstrated ability to cross-sell and acquire new households/customers through sales and outside sales activities.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.

Experience:Financial servicesConsumer bankingRetail banking

Skills:Customer relationship buildingProfessional communicationEthical decision-makingSales orientationConfidentiality

Licenses:S.A.F.E. Act registrationNMLS

Tech Stack:CAMP

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor