Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Professional communication","Risk awareness","Sales ability","Confidentiality"]

Use a consultative sales process to identify and meet retail and small business customers’ financial needs, building thorough customer profiles with Financial Needs Assessment. Recommend retail products and cross-sell through lobby leadership, Bank Mart/tele-consulting, and proactive outreach using marketing tools (including CAMP) to set financial review appointments. Process teller transactions, support platform staff, maintain confidential information, and follow risk and conduct policies while participating in consumer loan and bankcard processes.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
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: 17 hours agoStatus: Live

Job Summary

Use a consultative sales process to identify and meet retail and small business customers’ financial needs, building thorough customer profiles with Financial Needs Assessment. Recommend retail products and cross-sell through lobby leadership, Bank Mart/tele-consulting, and proactive outreach using marketing tools (including CAMP) to set financial review appointments. Process teller transactions, support platform staff, maintain confidential information, and follow risk and conduct policies while participating in consumer loan and bankcard processes.
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 in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including membership advantage presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans through closing.
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 comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through NMLS (NMLS MU4R registration required).
Experience:Financial services
Skills:Customer focusProfessional communicationRisk awarenessSales abilityConfidentiality
Licenses:NMLS S.A.F.E. Act registration

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
WebsiteLinkedInGlassdoor