Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer focus","Ethical conduct","Sales ability","Risk awareness"]

Become a Retail Personal Banker I focused on using a consultative sales process to identify and meet customers’ financial needs. You’ll build customer profiles via Financial Needs Assessment, cross-sell retail consumer and small business products, use CAMP and marketing tools to reach out and schedule reviews, and collaborate with business partners (Mortgage, Small Business, Commercial, Investment) while meeting financial and customer experience goals.

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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: 3 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I focused on using a consultative sales process to identify and meet customers’ financial needs. You’ll build customer profiles via Financial Needs Assessment, cross-sell retail consumer and small business products, use CAMP and marketing tools to reach out and schedule reviews, and collaborate with business partners (Mortgage, Small Business, Commercial, Investment) while meeting financial and customer experience goals.
Location: United States
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.
  • •Recommend appropriate solutions by maintaining in-depth knowledge of retail consumer and small business products/services.
  • •Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to existing customers and engage in outside sales activities, including presentations and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans through closing and supporting opening/closing activities as directed.
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 is preferred.
  • •Demonstrated ability to acquire new consumer household and small business customers and cross-sell to established customers through sales activities.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial servicesBanking
Skills:Professional communicationCustomer focusEthical conductSales abilityRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)

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
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Glassdoor: 3.7
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