1 day ago

Retail Personal Banker Associate I - Raleigh

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker I. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to acquire new households and deepen relationships. Use CAMP and approved marketing tools to set appointments, partner with mortgage and business teams to refer customers, and support teller transactions and platform staff while meeting customer experience and production goals.

Location: Raleigh

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 needs.
•Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities such as onsite presentations and community financial literacy events.
•Process teller transactions and support the platform staff while partnering with business teams to refer customers for holistic financial solutions.

Travel: Low travel

Key Requirements

•College degree or work experience providing transferable skills, or a combination of education and experience.
•Experience in the financial industry is preferred.
•Demonstrated ability to develop comfort with sales activities to acquire new consumers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer focusProfessional communicationEthical conductRisk awareness

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 day ago

Retail Personal Banker Associate I - Raleigh

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Raleigh

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 needs.
•Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and conduct outside sales activities such as onsite presentations and community financial literacy events.
•Process teller transactions and support the platform staff while partnering with business teams to refer customers for holistic financial solutions.

Travel: Low travel

Key Requirements

•College degree or work experience providing transferable skills, or a combination of education and experience.
•Experience in the financial industry is preferred.
•Demonstrated ability to develop comfort with sales activities to acquire new consumers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer focusProfessional communicationEthical conductRisk awareness

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor