Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship building","Customer service","Professional communication","Ethical behavior"]

Build customer relationships and grow revenue by selling deposit, loan, and fee-based banking products through a consultative sales process. Complete a 4–8 week onboarding program with rotations in Operations and Sales & Service, earning a certification at the end. Use Financial Needs Assessments and CAMP marketing tools to reach out to customers, cross-sell, and set appointments, while meeting customer experience and production goals and maintaining compliance and risk accountability.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II

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

Job Summary

Build customer relationships and grow revenue by selling deposit, loan, and fee-based banking products through a consultative sales process. Complete a 4–8 week onboarding program with rotations in Operations and Sales & Service, earning a certification at the end. Use Financial Needs Assessments and CAMP marketing tools to reach out to customers, cross-sell, and set appointments, while meeting customer experience and production goals and maintaining compliance and risk accountability.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Recommend solutions using Retail consumer and small business product and service knowledge.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Perform cross-selling to existing customers and support outside sales activities and community financial literacy events.
  • •Meet/exceed customer experience and production goals, refer customers to Business Partners, and follow risk/compliance policies while opening/servicing Retail products.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for credit and financial analysis.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryRetail bankingConsumer bankingSmall business bankingMortgage lending
Skills:Consultative sellingRelationship buildingCustomer serviceProfessional communicationEthical behavior
Licenses:NMLS (MU4R) registration
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPFinancial Needs AssessmentNMLS

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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