Personal Banker Associate I- FH

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Use a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business customers’ current and future financial needs. Build customer profiles, recommend solutions, and proactively reach out using CAMP and approved marketing tools. Focus on cross-selling, support outside sales activities, and partner with business teams (e.g., mortgage and small business) through referrals. Provide guidance on sales/referrals, process teller transactions, and maintain confidentiality while following bank policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate I- FH

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Use a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business customers’ current and future financial needs. Build customer profiles, recommend solutions, and proactively reach out using CAMP and approved marketing tools. Focus on cross-selling, support outside sales activities, and partner with business teams (e.g., mortgage and small business) through referrals. Provide guidance on sales/referrals, process teller transactions, and maintain confidentiality while following bank policies.
Location: Michigan
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.
  • •Recommend retail products/services using the company value proposition and maintain up-to-date retail procedures.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities as directed.
  • •Process teller transactions and support referrals with assigned business partners (mortgage, small business, commercial, investment) while meeting production and customer experience goals.

Key Requirements

  • •Complete an onboarding and education program (about 8 weeks) for the Retail Personal Banker I role, including rotations in operations and Sales & Service.
  • •Use consultative sales techniques and Financial Needs Assessment to build thorough customer profiles and identify financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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