Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Problem ownership","Professional communication","Ethics"]

Join a training program that transitions you into a Financial Center Personal Banker role. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling. Proactively reach out with approved marketing tools, set appointments for periodic financial reviews, and partner with mortgage, small business, commercial, and investment teams to refer customers and support holistic outcomes.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Join a training program that transitions you into a Financial Center Personal Banker role. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling. Proactively reach out with approved marketing tools, set appointments for periodic financial reviews, and partner with mortgage, small business, commercial, and investment teams to refer customers and support holistic outcomes.
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.
  • •Recommend appropriate retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities, including community financial literacy events.
  • •Process teller transactions and support loan origination steps from application through closing, while adhering to confidentiality and risk policies.
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 comfortably perform sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •Ability to develop working knowledge of retail policies and procedures to make sound decisions.
Experience:Financial services
Skills:Consultative sellingCustomer focusProblem ownershipProfessional communicationEthics
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPFinancial 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
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