Personal Banker Associate I - Sandy Springs Area

Fifth Third Bancorp
Atlanta
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Communication","Professionalism","Risk awareness","Confidentiality"]

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker I, then use a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles via Financial Needs Assessment, cross-sell retail products, and proactively reach out using CAMP and other marketing tools. Work with business partners (Mortgage, Small Business, Commercial, Investment) to refer customers and meet production and customer experience goals, while supporting risk and compliance expectations.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I - Sandy Springs Area

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker I, then use a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles via Financial Needs Assessment, cross-sell retail products, and proactively reach out using CAMP and other marketing tools. Work with business partners (Mortgage, Small Business, Commercial, Investment) to refer customers and meet production and customer experience goals, while supporting risk and compliance expectations.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use 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 using the value proposition.
  • •Use CAMP and other approved marketing tools to 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 onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support platform staff while handling customer issues, following policies, and referring customers to assigned business partners as appropriate.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Ability to build comfort with 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.
  • •Required to complete S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer focusCommunicationProfessionalismRisk awarenessConfidentiality
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
Glassdoor
Glassdoor: 3.7
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