2 days ago

Personal Banker Associate I - Birmingham/Vestavia Hills

✓ 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

Serve as a Retail Personal Banker I with a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, ending with a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to grow households and revenue. Manage teller transactions, use CAMP and approved marketing tools for outreach, and collaborate with mortgage, small business, commercial, and investment partners while maintaining trust, confidentiality, and risk accountability.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, with a certification at the end.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools, setting appointments for periodic financial reviews.
•Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans through closing while following policies and managing risk.

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 is preferred.
•Demonstrated ability to develop comfort with sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Ability to develop working knowledge of Retail policies and procedures to make sound decisions; S.A.F.E. Act registration via NMLS required at time of employment.

Experience:Financial industry

Skills:Consultative sellingCustomer serviceCommunicationEthical conductConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLSMU4R

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

2 days ago

Personal Banker Associate I - Birmingham/Vestavia Hills

✓ 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

•Complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, with a certification at the end.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools, setting appointments for periodic financial reviews.
•Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans through closing while following policies and managing risk.

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 is preferred.
•Demonstrated ability to develop comfort with sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Ability to develop working knowledge of Retail policies and procedures to make sound decisions; S.A.F.E. Act registration via NMLS required at time of employment.

Experience:Financial industry

Skills:Consultative sellingCustomer serviceCommunicationEthical conductConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLSMU4R

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