Personal Banker Associate II

Fifth Third Bancorp
Ohio
Full timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Professionalism","Risk awareness","Ethics"]

Become a Retail Personal Banker II focused on developing sales and building long-term customer relationships. After a 4–8 week onboarding and education program with rotations, you’ll use a consultative sales process and Financial Needs Assessment to identify needs, cross-sell deposits/loans/fee-based services, and set appointments using approved marketing tools. You’ll also follow risk and ethics requirements, support loan processing, and collaborate with business partners to deliver holistic solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II focused on developing sales and building long-term customer relationships. After a 4–8 week onboarding and education program with rotations, you’ll use a consultative sales process and Financial Needs Assessment to identify needs, cross-sell deposits/loans/fee-based services, and set appointments using approved marketing tools. You’ll also follow risk and ethics requirements, support loan processing, and collaborate with business partners to deliver holistic solutions.
Location: Ohio
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
  • •Recommend appropriate solutions using in-depth knowledge of retail consumer and small business products/services.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including presentations and business sales calls.
  • •Follow risk, confidentiality, and conduct policies; participate in consumer loan and bankcard process from application through closing.
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 engage in sales activities to acquire and cross-sell to customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through NMLS (MU4R questions/registration required).
Experience:Financial servicesBanking
Skills:CommunicationCustomer focusProfessionalismRisk awarenessEthics
Certifications:S.A.F.E. Act registrationNMLS
Tech Stack: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
Glassdoor
Glassdoor: 3.7
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