Personal Banker Associate I

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

Serve as a Retail Personal Banker I by completing a 9-week onboarding and certification program, rotating through operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach out with approved marketing tools, support appointments and periodic reviews, process teller transactions, and refer customers to business partners for holistic financial solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I by completing a 9-week onboarding and certification program, rotating through operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach out with approved marketing tools, support appointments and periodic reviews, process teller transactions, and refer customers to business partners for holistic financial solutions.
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.
  • •Maintain expertise in retail consumer and small business products and recommend appropriate solutions using the value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions, guide CSRs on sales/referral processes, keep customer information confidential, and support the loan process from application through closing.
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.
  • •Ability to develop comfort with sales activities to acquire new consumer households and small business customers and cross-sell to established customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •Ability to professionally represent Fifth Third Bank through appearance and verbal/written communication; position requires S.A.F.E. Act registration via NMLS at time of employment.
Experience:Financial industryRetail bankingConsumer and small business banking
Skills:Consultative sellingCustomer serviceRisk awarenessCommunicationConfidentiality
Tech Stack:CAMPNMLSSAFE Act

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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