Personal Banker Associate 1

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer communication","Professionalism","Risk awareness","Confidentiality"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify retail and small business financial needs. Recommend solutions using strong product knowledge, proactively reach out using approved marketing tools, and focus on cross-selling and outside community engagement. Partner with business contacts (e.g., mortgage and small business) to refer customers for holistic solutions, meet production goals, and provide a high-quality, ethical customer experience while following risk and compliance policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate 1

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

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify retail and small business financial needs. Recommend solutions using strong product knowledge, proactively reach out using approved marketing tools, and focus on cross-selling and outside community engagement. Partner with business contacts (e.g., mortgage and small business) to refer customers for holistic solutions, meet production goals, and provide a high-quality, ethical customer experience while following risk and compliance policies.
Location: Michigan
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.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including presentations, business calls, and community financial literacy events.
  • •Process teller transactions and provide guidance and ownership of customer issues while following risk, privacy, and ethical policies.
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.
  • •Ability to demonstrate comfort with sales activities to acquire new consumer households and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
  • •Must be able to obtain S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial industryConsumer bankingSmall business banking
Education:Bachelor's
Skills:Consultative sellingCustomer communicationProfessionalismRisk awarenessConfidentiality
Licenses:NMLS registration
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
Glassdoor
Glassdoor: 3.7
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