Personal Banker I - Oakwood

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

Become a Retail Personal Banker I through 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, recommend retail and small-business solutions, and drive cross-selling and appointments via CAMP and approved marketing tools. Process teller transactions, support customer issues, maintain confidentiality, and coordinate referrals with business partners such as Mortgage and Small Business teams.

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Fifth Third Bancorp
Fifth Third Bancorp
12 hours ago

Personal Banker I - Oakwood

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Last checked: 12 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through 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, recommend retail and small-business solutions, and drive cross-selling and appointments via CAMP and approved marketing tools. Process teller transactions, support customer issues, maintain confidentiality, and coordinate referrals with business partners such as Mortgage and Small Business teams.
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 financial needs.
  • •Recommend appropriate retail consumer and small business products and solutions using the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach customers and set appointments for financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions, participate in the consumer loan and bankcard process, and maintain confidentiality and ethical conduct.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration through NMLS (MU4R questions and registration required).
Experience:Financial industry
Skills:Consultative sellingCustomer focusCommunicationProfessionalismRisk awareness
Licenses:S.A.F.E. Act registration (NMLS)
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
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Glassdoor: 3.7
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