Personal Banker Associate I (Five Mile - Beck)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer-focused","Risk awareness","Ethical behavior","Sales aptitude"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach out using CAMP and approved marketing tools, meet production goals tied to the Financial Center P&L, and partner with business teams to refer customers.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I (Five Mile - Beck)

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Last checked: 15 minutes agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships. Proactively reach out using CAMP and approved marketing tools, meet production goals tied to the Financial Center P&L, and partner with business teams to refer customers.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions.
  • •Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing, following required retail policies and procedures.
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.
  • •Ability to develop comfort with sales activities to acquire new consumer and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration).
Experience:Financial industry
Skills:Professional communicationCustomer-focusedRisk awarenessEthical behaviorSales aptitude
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4R

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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