Fifth Third Bancorp

3 weeks ago

Retail Personal Banker Associate I - Chapel Hill

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Develop into a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail products, and drive cross-selling. Proactively reach customers via CAMP and marketing tools, set appointments for financial reviews, and coordinate referrals with mortgage and business partners while meeting production and customer experience goals.

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 solutions aligned to the value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and engage in outside sales activities such as presentations, sales calls, and community financial literacy events.
•Process teller transactions and support platform staff while referring customers to assigned business partners for holistic financial solutions.

Travel: Low 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 consumer household and small business customers and/or cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions for analyzing credit and financial information.
•Ability to professionally represent Fifth Third Bank and develop working knowledge of retail policies and procedures for sound decision-making.

Experience:Financial industryConsumer bankingSmall business

Skills:Customer-focusedProfessional communicationEthical behaviorProblem ownershipSales comfort

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

Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4RFinancial Center P&L

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

3 weeks ago

Retail Personal Banker Associate I - Chapel Hill

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

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 solutions aligned to the value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and engage in outside sales activities such as presentations, sales calls, and community financial literacy events.
•Process teller transactions and support platform staff while referring customers to assigned business partners for holistic financial solutions.

Travel: Low 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 consumer household and small business customers and/or cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions for analyzing credit and financial information.
•Ability to professionally represent Fifth Third Bank and develop working knowledge of retail policies and procedures for sound decision-making.

Experience:Financial industryConsumer bankingSmall business

Skills:Customer-focusedProfessional communicationEthical behaviorProblem ownershipSales comfort

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

Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4RFinancial Center P&L

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