1 day ago

Personal Banker 2 Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Develop customer relationships and grow revenue by selling a full range of retail banking products and services, using a consultative sales process and Financial Needs Assessment. Proactively reach customers with approved marketing tools (including CAMP), cross-sell to existing clients, and support outside sales and community financial literacy events. Coordinate referrals with business partners (Mortgage, Small Business, Commercial and Investment) while meeting goals and maintaining strong risk and ethics practices.

Location: Michigan

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 needs.
•Recommend retail consumer and small business products/services using the company value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and engage in outside sales activities as directed.
•Provide guidance to CSRs on sales and referral processes, answer customer questions, and own customer issues. Keep all business confidential and follow ethics 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.
•Comfort developing new customer relationships and cross-selling to established customers through sales activities.
•Demonstrated ability to understand advanced math functions for analysis of credit and financial information.
•This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingProactive outreachRisk awarenessProfessional communication

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 day ago

Personal Banker 2 Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Michigan

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 needs.
•Recommend retail consumer and small business products/services using the company value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and schedule periodic financial reviews.
•Cross-sell to existing customers and engage in outside sales activities as directed.
•Provide guidance to CSRs on sales and referral processes, answer customer questions, and own customer issues. Keep all business confidential and follow ethics 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.
•Comfort developing new customer relationships and cross-selling to established customers through sales activities.
•Demonstrated ability to understand advanced math functions for analysis of credit and financial information.
•This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingProactive outreachRisk awarenessProfessional communication

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4R

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