Personal Banker Associate I - Bashford Manor Financial Center (Louisville, KY)

Fifth Third Bancorp
Louisville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer service","Professional communication","Risk awareness","Confidentiality","Sales confidence"]

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend solutions across retail consumer and small business products. Drive growth through cross-selling, customer outreach (including CAMP and approved marketing tools), appointments, outside sales/community events, and referrals to business partners. Process teller transactions, support the platform staff, and maintain compliance, risk accountability, and customer-focused conduct.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Bashford Manor Financial Center (Louisville, KY)

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend solutions across retail consumer and small business products. Drive growth through cross-selling, customer outreach (including CAMP and approved marketing tools), appointments, outside sales/community events, and referrals to business partners. Process teller transactions, support the platform staff, and maintain compliance, risk accountability, and customer-focused conduct.
Location: Louisville
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and other approved marketing tools.
  • •Focus on cross-selling and participate in outside sales activities and community financial literacy events as directed.
  • •Establish relationships with business partners and refer customers appropriately to provide timely, holistic financial solutions while supporting risk management and confidential handling of business information.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent Fifth Third Bank with appearance and verbal/written communication, and develop working knowledge of retail policies and procedures.
Experience:Financial industry
Education:Bachelor's
Skills:Customer serviceProfessional communicationRisk awarenessConfidentialitySales confidence
Certifications: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
Glassdoor: 3.7
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