Personal Banker Associate I - Milford

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Communication","Risk awareness","Confidentiality"]

Serve as a Retail Personal Banker I focused on consultative sales and identifying customers’ current and future financial needs. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Cross-sell, support referrals with business partners, process teller transactions, participate in loan/bankcard processes, and help ensure a positive customer experience while following risk and ethics policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Milford

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I focused on consultative sales and identifying customers’ current and future financial needs. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Cross-sell, support referrals with business partners, process teller transactions, participate in loan/bankcard processes, and help ensure a positive customer experience while following risk and ethics policies.
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 a customer profile and identify financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities such as onsite presentations and community financial literacy events as directed.
  • •Process teller transactions and support loan/bankcard processes, including owning sourced loans from application through closing.
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 preferred.
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to perform analysis of credit and financial information using advanced math functions.
  • •Ability to obtain and maintain S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer focusCommunicationRisk awarenessConfidentiality
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSSAFE ActMU4RFinancial Needs Assessment

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