2 days ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I by completing a 4–8 week onboarding and certification program focused on operations and sales/service. Use a consultative approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell, and set appointments using approved marketing tools. Process teller transactions, support platform staff, guide CSRs on referrals, and help drive goals for customer experience and revenue growth while following policies and managing risk.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete onboarding and education rotations in operations and Sales & Service to become a Retail Personal Banker I, including a certification program.
•Use the consultative sales process and Financial Needs Assessment to identify customer needs and build thorough customer profiles.
•Recommend retail consumer and small business products/services and set appointments using CAMP and approved marketing tools.
•Cross-sell to existing customers and support outside sales activities, including business sales calls and community financial literacy events.
•Process teller transactions, guide CSRs on sales/referral processes, and participate in consumer loan and bankcard processes through closing while following policies and managing risk.

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 level with sales activities to acquire new customers 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 required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

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

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 days ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete onboarding and education rotations in operations and Sales & Service to become a Retail Personal Banker I, including a certification program.
•Use the consultative sales process and Financial Needs Assessment to identify customer needs and build thorough customer profiles.
•Recommend retail consumer and small business products/services and set appointments using CAMP and approved marketing tools.
•Cross-sell to existing customers and support outside sales activities, including business sales calls and community financial literacy events.
•Process teller transactions, guide CSRs on sales/referral processes, and participate in consumer loan and bankcard processes through closing while following policies and managing risk.

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 level with sales activities to acquire new customers 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 required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLS

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