Personal Banker Associate II - Toledo Westgate FC

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer-focused service","Sales aptitude","Ethical conduct","Confidence in handling customer issues"]

Support a retail personal banking career path by completing a 9-week onboarding and education program with rotations in operations and sales/service, followed by certification. Serve customers by using a consultative sales process and Financial Needs Assessment to identify needs, promote deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and marketing tools, meet production goals, cross-sell, and collaborate with mortgage and business partners while managing risk and confidentiality.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II - Toledo Westgate FC

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Support a retail personal banking career path by completing a 9-week onboarding and education program with rotations in operations and sales/service, followed by certification. Serve customers by using a consultative sales process and Financial Needs Assessment to identify needs, promote deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and marketing tools, meet production goals, cross-sell, and collaborate with mortgage and business partners while managing risk and confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete a 9-week onboarding and education program with rotations in operations and sales/service, followed by certification at the conclusion of the program.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and other approved marketing tools.
  • •Cross-sell to existing customers, conduct outside sales activities, and refer customers to business partners (mortgage, small business, commercial, investment) for holistic solutions.
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 with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Professional communicationCustomer-focused serviceSales aptitudeEthical conductConfidence in handling customer issues
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSFinancial Needs Assessment

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