Fifth Third Bancorp

1 week ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Build customer relationships and grow new and existing households by using a consultative sales process and Financial Needs Assessment to identify current and future needs. Learn retail consumer and small business products through a 9-week onboarding program with rotations in operations and Sales & Service, then use CAMP and approved marketing tools to reach out, schedule reviews, and cross-sell. Support referrals with partner teams and meet customer experience and production goals.

Location: Wyoming

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Recommend retail consumer and small business solutions using the bank’s value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out and schedule periodic financial reviews.
•Drive cross-selling and outside sales activities, including community financial literacy events and business sales calls as directed.
•Develop and maintain relationships with partner teams (Mortgage, Small Business, Commercial and Investment) and guide CSRs on sales and referrals.

Travel: Medium travel

Key Requirements

•Complete a 9-week onboarding/education program and certification process to perform in the Retail Personal Banker job family.
•Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services to recommend appropriate solutions.
•Proactively reach out using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
•Demonstrate understanding of advanced math functions for analysis of credit and financial information and maintain S.A.F.E. Act registration via NMLS at time of employment.

Experience:Financial industry

Skills:Consultative sellingCustomer focusProfessional communicationEthical behaviorCustomer issue ownership

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)

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

1 week ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Wyoming

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Recommend retail consumer and small business solutions using the bank’s value proposition.
•Utilize CAMP and approved marketing tools to proactively reach out and schedule periodic financial reviews.
•Drive cross-selling and outside sales activities, including community financial literacy events and business sales calls as directed.
•Develop and maintain relationships with partner teams (Mortgage, Small Business, Commercial and Investment) and guide CSRs on sales and referrals.

Travel: Medium travel

Key Requirements

•Complete a 9-week onboarding/education program and certification process to perform in the Retail Personal Banker job family.
•Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services to recommend appropriate solutions.
•Proactively reach out using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
•Demonstrate understanding of advanced math functions for analysis of credit and financial information and maintain S.A.F.E. Act registration via NMLS at time of employment.

Experience:Financial industry

Skills:Consultative sellingCustomer focusProfessional communicationEthical behaviorCustomer issue ownership

Licenses:S.A.F.E. Act registrationNMLS registration

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)

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