Personal Banker Associate I

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

Develop into a Retail Personal Banker through a 4–8 week onboarding program with rotations in operations and sales/service, followed by certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and proactively reach customers using CAMP and approved marketing tools. Process teller transactions, support platform staff, handle loans through closing, and guide referral and sales processes while following policies and maintaining a focus on risk and customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Develop into a Retail Personal Banker through a 4–8 week onboarding program with rotations in operations and sales/service, followed by certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and proactively reach customers using CAMP and approved marketing tools. Process teller transactions, support platform staff, handle loans through closing, and guide referral and sales processes while following policies and maintaining a focus on risk and customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Recommend Retail consumer and small business products using the company value proposition, supporting cross-selling and outside sales activities.
  • •Use CAMP and approved marketing tools to proactively reach customers, set appointments for financial reviews, and meet production goals.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • •Maintain confidentiality, follow risk policies and procedures, and keep up to date on Retail procedures to mitigate fraud and unnecessary risk.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
  • •Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:CommunicationProfessionalismRisk awarenessCustomer focusConfidentiality
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
Glassdoor: 3.7
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