Personal Banker Associate I

Fifth Third Bancorp
United States
Full timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Communication","Professionalism","Risk management","Confidentiality"]

Train to become a Retail Personal Banker I and use a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles, recommend retail and small business solutions, and use approved marketing tools to reach out, set appointments, and drive periodic financial reviews. Focus on cross-selling, participate in outside sales/community events, refer customers to business partners, and support teller and financial center operations while managing risk and confidential data.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Train to become a Retail Personal Banker I and use a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles, recommend retail and small business solutions, and use approved marketing tools to reach out, set appointments, and drive periodic financial reviews. Focus on cross-selling, participate in outside sales/community events, refer customers to business partners, and support teller and financial center operations while managing risk and confidential data.
Location: United States
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.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling and participate in outside sales activities and community financial literacy events.
  • •Process teller transactions, support platform staff, and help open/close the Financial Center or Bank Mart as directed while following risk and ethics policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This role requires S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial services
Skills:Customer-focusedCommunicationProfessionalismRisk managementConfidentiality
Certifications: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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor