Personal Banker Associate I - Union Lake Commerce

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Risk awareness","Communication","Problem ownership"]

Become a Retail Personal Banker I through a structured 4–8 week onboarding and education program, including rotations across operations and Sales & Service, ending with certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, cross-sell, and schedule periodic financial reviews using approved marketing tools. Responsibilities include teller transaction processing, platform staff support, and confidential handling of retail products while meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
16 hours ago

Personal Banker Associate I - Union Lake Commerce

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Last checked: 16 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a structured 4–8 week onboarding and education program, including rotations across operations and Sales & Service, ending with certification. You’ll use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, cross-sell, and schedule periodic financial reviews using approved marketing tools. Responsibilities include teller transaction processing, platform staff support, and confidential handling of retail products while meeting customer experience and production 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.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and other approved marketing tools.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions, support platform staff, and participate in consumer loan and bankcard processing through closing while following confidentiality and risk policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to maintain a working knowledge of Retail policies and procedures to make sound decisions.
  • •This position requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationProblem ownership
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLS

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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