Personal Banker Associate II - Oakley Station

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service. In this sales-focused role, you’ll develop relationships and proactively promote deposits, loans, fee-based services, and customer retention. You’ll use a consultative sales process and Financial Needs Assessment, run periodic financial reviews using approved marketing tools, and cross-sell while referring customers to specialized business partners.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II - Oakley Station

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Last checked: 3 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service. In this sales-focused role, you’ll develop relationships and proactively promote deposits, loans, fee-based services, and customer retention. You’ll use a consultative sales process and Financial Needs Assessment, run periodic financial reviews using approved marketing tools, and cross-sell while referring customers to specialized business partners.
Location: Cincinnati
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 retail consumer and small business products/services using the company’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Drive cross-selling through outside sales activities and engagement with community events and business sales calls as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for timely, 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 conduct sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesBanking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registrationNMLS
Tech Stack:Financial 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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